Lake Street Private Wealth’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 | $6.94M | Sell |
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|
2025
Q1 | $6.34M | Sell |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $6.42M | Sell |
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|
2024
Q2 | $6.9M | Sell |
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|
2024
Q1 | $6.69M | Sell |
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $5.86M | Sell |
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|
2023
Q1 | $5.47M | Sell |
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|
2022
Q4 | $5.16M | Sell |
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|
2022
Q3 | $4.99M | Sell |
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|
2022
Q2 | $5.28M | Buy |
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|
2022
Q1 | $6.25M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.24M | Sell |
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|
2021
Q1 | $4.26M | Sell |
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|
2020
Q4 | $4.02M | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $225K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $422K | Sell |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $276K | Buy |
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