Letson Investment Management’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
Q3
$390K Hold
2025
Q2
$362K Hold
2025
Q1
$328K Hold
2024
Q4
$343K Hold
2024
Q3
$336K Hold
2024
Q2
$319K Hold
2024
Q1
$307K Hold
2023
Q4
$278K Buy