SIC
SJS Investment Consulting’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
861
-1,366
| -61% | -$848K | 0.08% | 52 |
|
|
2025
Q1 | $1.25M | Buy |
2,227
+555
| +33% | +$312K | 0.21% | 35 |
|
|
2024
Q4 | $984K | Buy |
1,672
+811
| +94% | +$477K | 0.17% | 36 |
|
|
2024
Q3 | $497K | Hold |
861
| – | – | 0.09% | 53 |
|
|
2024
Q2 | $471K | Hold |
861
| – | – | 0.09% | 48 |
|
|
2024
Q1 | $453K | Buy |
861
+16
| +2% | +$8.41K | 0.09% | 52 |
|
|
2023
Q4 | $404K | Buy |
845
+90
| +12% | +$43K | 0.09% | 50 |
|
|
2023
Q3 | $324K | Sell |
755
-205
| -21% | -$88K | 0.08% | 56 |
|
|
2023
Q2 | $428K | Buy |
960
+500
| +109% | +$223K | 0.11% | 47 |
|
|
2023
Q1 | $189K | Buy |
+460
| New | +$189K | 0.05% | 77 |
|