KLI
Kelman-Lazarov Inc’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 | $1.6M | Sell |
2,585
-132
| -5% | -$81.9K | 0.26% | 41 |
|
|
2025
Q1 | $1.53M | Buy |
2,717
+272
| +11% | +$153K | 0.28% | 38 |
|
|
2024
Q4 | $1.44M | Sell |
2,445
-676
| -22% | -$398K | 0.26% | 42 |
|
|
2024
Q3 | $1.8M | Buy |
3,121
+289
| +10% | +$167K | 0.31% | 39 |
|
|
2024
Q2 | $1.55M | Sell |
2,832
-288
| -9% | -$158K | 0.29% | 40 |
|
|
2024
Q1 | $1.64M | Buy |
3,120
+270
| +9% | +$142K | 0.32% | 39 |
|
|
2023
Q4 | $1.36M | Sell |
2,850
-286
| -9% | -$137K | 0.29% | 42 |
|
|
2023
Q3 | $1.35M | Sell |
3,136
-185
| -6% | -$79.4K | 0.32% | 41 |
|
|
2023
Q2 | $1.48M | Buy |
3,321
+225
| +7% | +$100K | 0.36% | 40 |
|
|
2023
Q1 | $1.27M | Sell |
3,096
-435
| -12% | -$179K | 0.33% | 39 |
|
|
2022
Q4 | $1.36M | Buy |
3,531
+1,628
| +86% | +$625K | 0.38% | 35 |
|
|
2022
Q3 | $683K | Sell |
1,903
-543
| -22% | -$195K | 0.23% | 38 |
|
|
2022
Q2 | $927K | Buy |
+2,446
| New | +$927K | 0.31% | 32 |
|
|
2016
Q3 | – | Sell |
-20
| Closed | -$4.22K | – | 390 |
|
|
2016
Q2 | $4.22K | Buy |
+20
| New | +$4.22K | ﹤0.01% | 314 |
|