Laffer Tengler Investments’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-364
| Closed | -$205K | – | 166 |
|
|
2025
Q1 | $205K | Buy |
+364
| New | +$205K | 0.04% | 131 |
|
|
2024
Q1 | – | Sell |
-207
| Closed | -$98.9K | – | 459 |
|
|
2023
Q4 | $98.9K | Buy |
207
+63
| +44% | +$30.1K | 0.03% | 181 |
|
|
2023
Q3 | $61.8K | Hold |
144
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $64.2K | Hold |
144
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $59.2K | Hold |
144
| – | – | 0.02% | 304 |
|
|
2022
Q4 | $55.3K | Buy |
+144
| New | +$55.3K | 0.02% | 303 |
|