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
2025
Q3
$799K Buy
2025
Q2
Sell
2025
Q1
$205K Buy
2024
Q1
Sell
2023
Q4
$98.9K Buy
2023
Q3
$61.8K Hold
2023
Q2
$64.2K Hold
2023
Q1
$59.2K Hold
2022
Q4
$55.3K Buy