Lauterbach Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Lauterbach Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$424K	Hold
2025 Q2	$393K	Hold
2025 Q1	$356K	Hold
2024 Q4	$373K	Hold
2024 Q3	$365K	Hold
2024 Q2	$339K	Hold
2024 Q1	$333K	Hold
2023 Q4	$302K	Buy