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Lane Generational’s iShares Core S&P 500 ETF IVV Stock Holding History

Lane Generational’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,086
Closed -$417K – 33
2022
Q4 		$417K Buy
+1,086
New +$419K 0.6% 27

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Lane Generational's IVV Position: Q1 2023 in Review

Lane Generational sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 1,086 shares — an estimated $417K sold.

Lane Generational first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $417K in Q4 2022. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Lane Generational reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Lane Generational sold 1,086 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $417K.
  • Lane Generational first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Lane Generational's iShares Core S&P 500 ETF position peaked at $417K in Q4 2022.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Lane Generational's 13F filing for Q1 2023, filed 1 May 2023.