LJI Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $774K | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $732K | Sell |
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|
2023
Q2 | $927K | Buy |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $882K | Buy |
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