Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $228K | Hold |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $148K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $959K | Sell |
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|
2020
Q3 | $956K | Sell |
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|
2020
Q2 | $885K | Sell |
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|
2020
Q1 | $765K | Sell |
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|
2019
Q4 | $1.88K | Buy |
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