L.J. Altfest & Co’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
Q3 | $1.39M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $6.49M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $948K | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $505K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $439K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $11.6M | Buy |
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|
2020
Q1 | $9.36M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.55M | Buy |
|