P.J. Schmidt Investment Management (PJS)’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 | $4.8M | Buy |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $4.65M | Sell |
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|
2024
Q2 | $4.46M | Sell |
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|
2024
Q1 | $4.35M | Sell |
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|
2023
Q4 | $4.11M | Buy |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $3.4M | Sell |
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|
2022
Q3 | $3.42M | Sell |
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|
2022
Q2 | $3.84M | Sell |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $4.58M | Buy |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $4.31M | Buy |
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|
2021
Q1 | $4.08M | Sell |
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|
2020
Q4 | $3.62M | Sell |
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|
2020
Q3 | $4.29M | Sell |
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|
2020
Q2 | $4.34M | Sell |
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|
2020
Q1 | $4M | Sell |
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|
2019
Q4 | $7.76M | Sell |
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|
2019
Q3 | $7.3M | Sell |
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|
2019
Q2 | $7.35M | Sell |
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|
2019
Q1 | $8.38M | Sell |
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|
2018
Q4 | $8.05M | Sell |
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|
2018
Q3 | $9.57M | Sell |
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|
2018
Q2 | $9.11M | Sell |
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|
2018
Q1 | $8.94M | Sell |
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|
2017
Q4 | $9.31M | Sell |
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|
2017
Q3 | $8.87M | Sell |
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|
2017
Q2 | $9.3M | Buy |
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|
2017
Q1 | $9.02M | Buy |
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|
2016
Q4 | $7.97M | Buy |
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|
2016
Q3 | $6.91M | Sell |
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|
2016
Q2 | $7.2M | Buy |
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|
2016
Q1 | $6.76M | Buy |
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|
2015
Q4 | $6.43M | Buy |
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|
2015
Q3 | $5.91M | Sell |
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|
2015
Q2 | $6.81M | Buy |
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|
2015
Q1 | $6.6M | Buy |
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|
2014
Q4 | $4.49M | Buy |
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|
2014
Q3 | $1.77M | Buy |
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