Lane & Associates’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
Q1 | $2.47M | Buy |
4,401
+184
| +4% | +$103K | 1.33% | 20 |
|
|
2024
Q4 | $2.55M | Sell |
4,217
-299
| -7% | -$181K | 1.32% | 21 |
|
|
2024
Q3 | $2.6M | Sell |
4,516
-86
| -2% | -$49.6K | 1.42% | 16 |
|
|
2024
Q2 | $2.52M | Buy |
4,602
+485
| +12% | +$265K | 1.49% | 18 |
|
|
2024
Q1 | $2.16M | Buy |
4,117
+90
| +2% | +$47.3K | 1.36% | 20 |
|
|
2023
Q4 | $1.92M | Buy |
4,027
+500
| +14% | +$239K | 1.4% | 20 |
|
|
2023
Q3 | $1.51M | Buy |
3,527
+358
| +11% | +$154K | 1.22% | 19 |
|
|
2023
Q2 | $1.41M | Sell |
3,169
-21
| -0.7% | -$9.36K | 1.12% | 23 |
|
|
2023
Q1 | $1.31M | Buy |
3,190
+120
| +4% | +$49.3K | 1.17% | 20 |
|
|
2022
Q4 | $1.18M | Buy |
+3,070
| New | +$1.18M | 1.12% | 21 |
|