Lake Hills Wealth Management’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 | $1.02M | Hold |
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|
2025
Q2 | $944K | Hold |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.34M | Hold |
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|
2024
Q2 | $1.27M | Hold |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $998K | Hold |
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|
2023
Q2 | $1.04M | Hold |
|
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|
2023
Q1 | $956K | Hold |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $16.4M | Sell |
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|
2021
Q4 | $24.2M | Buy |
|