Laurel Wealth Advisors (North Carolina)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $514K | Buy |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $276K | Buy |
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