Lauterbach Financial 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 | $393K | Hold |
633
| – | – | 0.22% | 51 |
|
|
2025
Q1 | $356K | Hold |
633
| – | – | 0.22% | 49 |
|
|
2024
Q4 | $373K | Hold |
633
| – | – | 0.23% | 46 |
|
|
2024
Q3 | $365K | Hold |
633
| – | – | 0.22% | 46 |
|
|
2024
Q2 | $339K | Hold |
633
| – | – | 0.22% | 45 |
|
|
2024
Q1 | $333K | Hold |
633
| – | – | 0.22% | 43 |
|
|
2023
Q4 | $302K | Buy |
+633
| New | +$302K | 0.21% | 45 |
|