SJS Investment Consulting’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
$535K Sell
2025
Q1
$1.25M Buy
2024
Q4
$984K Buy
2024
Q3
$497K Hold
2024
Q2
$471K Hold
2024
Q1
$453K Buy
2023
Q4
$404K Buy
2023
Q3
$324K Sell
2023
Q2
$428K Buy
2023
Q1
$189K Buy