Laffer Tengler Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $780K | Hold |
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|
2025
Q4 | $818K | Hold |
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|
2025
Q3 | $799K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $98.9K | Buy |
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|
2023
Q3 | $61.8K | Hold |
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|
2023
Q2 | $64.2K | Hold |
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|
2023
Q1 | $59.2K | Hold |
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|
2022
Q4 | $55.3K | Buy |
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