MJP Associates’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 | $1.91M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.03M | Hold |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $982K | Sell |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $843K | Sell |
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|
2022
Q2 | $958K | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $673K | Buy |
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|
2021
Q2 | $669K | Buy |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $550K | Buy |
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