LFRG
Lazard Frères Gestion’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 | $1.96M | Hold |
3,150
| – | – | 0.04% | 66 |
|
|
2025
Q1 | $1.77M | Hold |
3,150
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $1.85M | Sell |
3,150
-350
| -10% | -$206K | 0.04% | 62 |
|
|
2024
Q3 | $2.02M | Hold |
3,500
| – | – | 0.04% | 56 |
|
|
2024
Q2 | $1.92M | Sell |
3,500
-200
| -5% | -$110K | 0.04% | 52 |
|
|
2024
Q1 | $1.94M | Sell |
3,700
-238
| -6% | -$125K | 0.05% | 49 |
|
|
2023
Q4 | $1.89M | Sell |
3,938
-100
| -2% | -$47.9K | 0.05% | 49 |
|
|
2023
Q3 | $1.74M | Buy |
+4,038
| New | +$1.74M | 0.06% | 51 |
|
|
2023
Q2 | – | Sell |
-3,138
| Closed | -$1.08M | – | 81 |
|
|
2023
Q1 | $1.08M | Buy |
+3,138
| New | +$1.08M | 0.04% | 51 |
|