LFG
Larson Financial Group’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 | $7.23M | Buy |
11,640
+559
| +5% | +$347K | 0.29% | 79 |
|
|
2025
Q1 | $6.23M | Buy |
11,081
+1,977
| +22% | +$1.11M | 0.3% | 69 |
|
|
2024
Q4 | $5.36M | Sell |
9,104
-368
| -4% | -$217K | 0.28% | 74 |
|
|
2024
Q3 | $5.46M | Buy |
9,472
+196
| +2% | +$113K | 0.31% | 64 |
|
|
2024
Q2 | $5.08M | Buy |
9,276
+1,529
| +20% | +$837K | 0.35% | 57 |
|
|
2024
Q1 | $4.07M | Buy |
7,747
+4,338
| +127% | +$2.28M | 0.31% | 61 |
|
|
2023
Q4 | $1.63M | Sell |
3,409
-435
| -11% | -$208K | 0.14% | 129 |
|
|
2023
Q3 | $1.65M | Buy |
3,844
+473
| +14% | +$203K | 0.16% | 118 |
|
|
2023
Q2 | $1.5M | Sell |
3,371
-336
| -9% | -$150K | 0.15% | 129 |
|
|
2023
Q1 | $1.52M | Buy |
3,707
+191
| +5% | +$78.5K | 0.17% | 125 |
|
|
2022
Q4 | $1.35M | Sell |
3,516
-50
| -1% | -$19.2K | 0.16% | 124 |
|
|
2022
Q3 | $1.28M | Sell |
3,566
-156
| -4% | -$56K | 0.18% | 113 |
|
|
2022
Q2 | $1.41M | Sell |
3,722
-405
| -10% | -$154K | 0.24% | 54 |
|
|
2022
Q1 | $1.87M | Buy |
4,127
+155
| +4% | +$70.3K | 0.3% | 50 |
|
|
2021
Q4 | $1.89M | Hold |
3,972
| – | – | 0.3% | 49 |
|
|
2021
Q3 | $1.71M | Sell |
3,972
-25
| -0.6% | -$10.8K | 0.34% | 41 |
|
|
2021
Q2 | $1.72M | Sell |
3,997
-60
| -1% | -$25.8K | 0.4% | 36 |
|
|
2021
Q1 | $1.61M | Sell |
4,057
-61
| -1% | -$24.3K | 0.48% | 31 |
|
|
2020
Q4 | $1.55M | Sell |
4,118
-76
| -2% | -$28.5K | 0.53% | 31 |
|
|
2020
Q3 | $1.41M | Buy |
4,194
+202
| +5% | +$67.9K | 0.58% | 31 |
|
|
2020
Q2 | $1.24M | Sell |
3,992
-566
| -12% | -$175K | 0.59% | 36 |
|
|
2020
Q1 | $1.18M | Buy |
4,558
+566
| +14% | +$146K | 0.74% | 31 |
|
|
2019
Q4 | $1.29M | Sell |
3,992
-133
| -3% | -$43K | 0.74% | 27 |
|
|
2019
Q3 | $1.23M | Sell |
4,125
-60
| -1% | -$17.9K | 0.8% | 24 |
|
|
2019
Q2 | $1.23M | Sell |
4,185
-305
| -7% | -$89.9K | 0.92% | 21 |
|
|
2019
Q1 | $1.28M | Sell |
4,490
-222
| -5% | -$63.2K | 1.01% | 21 |
|
|
2018
Q4 | $1.19M | Buy |
4,712
+3
| +0.1% | +$755 | 1.1% | 21 |
|
|
2018
Q3 | $1.38M | Sell |
4,709
-222
| -5% | -$65K | 1.58% | 18 |
|
|
2018
Q2 | $1.35M | Sell |
4,931
-464
| -9% | -$127K | 1.55% | 18 |
|
|
2018
Q1 | $1.43M | Sell |
5,395
-21,180
| -80% | -$5.62M | 1.68% | 18 |
|
|
2017
Q4 | $7.15M | Buy |
+26,575
| New | +$7.15M | 6% | 4 |
|