LWM
Lakeridge Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
11,043
+520
| +5% | +$323K | 3.15% | 7 |
|
|
2025
Q1 | $5.91M | Buy |
10,523
+181
| +2% | +$102K | 2.96% | 8 |
|
|
2024
Q4 | $6.09M | Buy |
10,342
+430
| +4% | +$253K | 3.15% | 9 |
|
|
2024
Q3 | $5.72M | Buy |
9,912
+126
| +1% | +$72.7K | 3.14% | 7 |
|
|
2024
Q2 | $5.36M | Buy |
9,786
+1,088
| +13% | +$595K | 3.22% | 9 |
|
|
2024
Q1 | $4.57M | Buy |
8,698
+1,466
| +20% | +$771K | 2.96% | 8 |
|
|
2023
Q4 | $3.45M | Buy |
+7,232
| New | +$3.45M | 2.5% | 9 |
|