L.M. Kohn & 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
Q2 | $530K | Sell |
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|
2025
Q1 | $883K | Buy |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $886K | Buy |
|
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $539K | Buy |
|
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $671K | Buy |
|