Lakeshore Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9M | Buy |
81,947
+3,038
| +4% | +$1.89M | 20.45% | 1 |
|
|
2025
Q1 | $44.3M | Buy |
78,909
+2,450
| +3% | +$1.38M | 18.47% | 1 |
|
|
2024
Q4 | $45M | Buy |
76,459
+2,986
| +4% | +$1.76M | 19.2% | 1 |
|
|
2024
Q3 | $42.4M | Buy |
73,473
+5,163
| +8% | +$2.98M | 18.67% | 1 |
|
|
2024
Q2 | $37.4M | Buy |
68,310
+2,286
| +3% | +$1.25M | 18.25% | 1 |
|
|
2024
Q1 | $34.7M | Buy |
66,024
+2,398
| +4% | +$1.26M | 17.57% | 1 |
|
|
2023
Q4 | $30.4M | Sell |
63,626
-46
| -0.1% | -$22K | 16.88% | 1 |
|
|
2023
Q3 | $27.3M | Buy |
+63,672
| New | +$27.3M | 15.59% | 1 |
|