L.K. Benson & Company’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
$4.54M Buy
2025
Q2
$2.25M Buy
2025
Q1
$1.46M Buy
2024
Q4
$665K Buy