Lantern Wealth Advisors’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 | $1.28M | Buy |
+2,062
| New | +$1.28M | 0.76% | 41 |
|
|
2024
Q4 | $1.47M | Sell |
2,504
-81
| -3% | -$47.7K | 0.96% | 31 |
|
|
2024
Q3 | $1.49M | Sell |
2,585
-979
| -27% | -$565K | 1.03% | 27 |
|
|
2024
Q2 | $1.95M | Sell |
3,564
-1,188
| -25% | -$650K | 1.41% | 19 |
|
|
2024
Q1 | $2.5M | Buy |
4,752
+81
| +2% | +$42.6K | 1.76% | 18 |
|
|
2023
Q4 | $2.23M | Buy |
+4,671
| New | +$2.23M | 1.75% | 18 |
|