WJ Wealth Management’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 | $4.28M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $4.62M | Buy |
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|
2024
Q2 | $4.2M | Sell |
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|
2024
Q1 | $4.06M | Sell |
|
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|
2023
Q4 | $3.71M | Sell |
|
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|
2023
Q3 | $3.37M | Hold |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $3.43M | Sell |
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|
2022
Q3 | $3.4M | Sell |
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|
2022
Q2 | $3.71M | Buy |
|
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|
2022
Q1 | $2.6M | Sell |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $9.37M | Buy |
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|
2021
Q2 | $2.46M | Sell |
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|
2021
Q1 | $2.34M | Sell |
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|
2020
Q4 | $2.27M | Sell |
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|
2020
Q3 | $2.19M | Sell |
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|
2020
Q2 | $5.62M | Buy |
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|
2020
Q1 | $2.81M | Sell |
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|
2019
Q4 | $4.68M | Buy |
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