WJA
Willis Johnson & Associates’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 | $19.9M | Buy |
32,100
+270
| +0.8% | +$168K | 1.35% | 18 |
|
|
2025
Q1 | $17.9M | Buy |
31,830
+1,355
| +4% | +$761K | 1.35% | 19 |
|
|
2024
Q4 | $17.9M | Sell |
30,475
-957
| -3% | -$563K | 1.38% | 17 |
|
|
2024
Q3 | $18.1M | Sell |
31,432
-1,127
| -3% | -$650K | 1.38% | 19 |
|
|
2024
Q2 | $17.8M | Buy |
32,559
+2,375
| +8% | +$1.3M | 1.46% | 18 |
|
|
2024
Q1 | $15.9M | Sell |
30,184
-927
| -3% | -$487K | 1.38% | 17 |
|
|
2023
Q4 | $14.9M | Buy |
31,111
+477
| +2% | +$228K | 1.35% | 16 |
|
|
2023
Q3 | $13.2M | Sell |
30,634
-3,333
| -10% | -$1.43M | 1.35% | 14 |
|
|
2023
Q2 | $15.1M | Sell |
33,967
-624
| -2% | -$278K | 1.61% | 14 |
|
|
2023
Q1 | $14.2M | Sell |
34,591
-64
| -0.2% | -$26.3K | 1.69% | 14 |
|
|
2022
Q4 | $13.3M | Sell |
34,655
-5,989
| -15% | -$2.3M | 1.74% | 14 |
|
|
2022
Q3 | $14.6M | Sell |
40,644
-2,913
| -7% | -$1.04M | 2.12% | 13 |
|
|
2022
Q2 | $16.5M | Buy |
43,557
+269
| +0.6% | +$102K | 2.3% | 14 |
|
|
2022
Q1 | $19.6M | Sell |
43,288
-685
| -2% | -$311K | 2.58% | 11 |
|
|
2021
Q4 | $21M | Sell |
43,973
-586
| -1% | -$280K | 2.71% | 11 |
|
|
2021
Q3 | $19.2M | Buy |
44,559
+445
| +1% | +$192K | 2.67% | 12 |
|
|
2021
Q2 | $19M | Sell |
44,114
-4,739
| -10% | -$2.04M | 2.69% | 11 |
|
|
2021
Q1 | $19.4M | Sell |
48,853
-2,633
| -5% | -$1.05M | 2.98% | 11 |
|
|
2020
Q4 | $19.3M | Buy |
+51,486
| New | +$19.3M | 3.23% | 10 |
|