Letson Investment 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 | $362K | Hold |
583
| – | – | 0.14% | 76 |
|
|
2025
Q1 | $328K | Hold |
583
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $343K | Hold |
583
| – | – | 0.14% | 75 |
|
|
2024
Q3 | $336K | Hold |
583
| – | – | 0.13% | 77 |
|
|
2024
Q2 | $319K | Hold |
583
| – | – | 0.14% | 78 |
|
|
2024
Q1 | $307K | Hold |
583
| – | – | 0.13% | 82 |
|
|
2023
Q4 | $278K | Buy |
+583
| New | +$278K | 0.13% | 81 |
|