Lavaca Capital’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
$1.08M Sell
2025
Q1
$1.01M Sell
2024
Q4
$2.48M Buy
2024
Q3
$1.9M Buy
2024
Q2
$712K Buy
2024
Q1
Sell
2023
Q4
$1.81M Sell
2023
Q3
$5.92M Buy
2023
Q2
$5.48M Buy
2023
Q1
$4.99M Sell
2022
Q4
$5.23M Buy
2022
Q3
$1.2M Hold
2022
Q2
$1.27M Buy
2022
Q1
$1.48M Sell
2021
Q4
$2.4M Hold
2021
Q3
$2.17M Hold
2021
Q2
$2.16M Buy
2021
Q1
$1.99M Buy
2020
Q4
$1.63M Sell
2020
Q3
$1.57M Buy
2020
Q2
$445K Buy