Lazari Capital Management’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 | $2.06M | Sell |
3,323
-314
| -9% | -$195K | 0.78% | 24 |
|
|
2025
Q1 | $2.04M | Sell |
3,637
-64
| -2% | -$36K | 0.84% | 23 |
|
|
2024
Q4 | $2.18M | Sell |
3,701
-748
| -17% | -$440K | 0.87% | 22 |
|
|
2024
Q3 | $2.57M | Sell |
4,449
-780
| -15% | -$450K | 1.1% | 19 |
|
|
2024
Q2 | $2.86M | Buy |
5,229
+3,868
| +284% | +$2.12M | 1.29% | 14 |
|
|
2024
Q1 | $716K | Buy |
1,361
+3
| +0.2% | +$1.58K | 0.39% | 45 |
|
|
2023
Q4 | $648K | Buy |
+1,358
| New | +$648K | 0.37% | 48 |
|