LaFleur & Godfrey’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 | $225K | Sell |
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|
2025
Q1 | $205K | Hold |
|
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|
2024
Q4 | $214K | Sell |
|
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|
2024
Q3 | $248K | Buy |
|
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|
2024
Q2 | $235K | Hold |
|
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|
2024
Q1 | $226K | Hold |
|
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|
2023
Q4 | $205K | Sell |
|
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|
2023
Q3 | $240K | Hold |
|
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $230K | Hold |
|
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|
2022
Q4 | $215K | Hold |
|
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|
2022
Q3 | $201K | Hold |
|
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|
2022
Q2 | $212K | Hold |
|
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|
2022
Q1 | $254K | Hold |
|
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|
2021
Q4 | $267K | Sell |
|
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|
2021
Q3 | $271K | Hold |
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|
2021
Q2 | $271K | Buy |
|