Leverty Financial Group’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 | $140M | Buy |
225,722
+178,604
| +379% | +$111M | 41.84% | 1 |
|
|
2025
Q1 | $26.5M | Buy |
47,118
+874
| +2% | +$491K | 10.82% | 4 |
|
|
2024
Q4 | $27.2M | Sell |
46,244
-438
| -0.9% | -$258K | 13.85% | 4 |
|
|
2024
Q3 | $26.9M | Buy |
46,682
+242
| +0.5% | +$140K | 14.71% | 4 |
|
|
2024
Q2 | $25.4M | Sell |
46,440
-352
| -0.8% | -$193K | 15.04% | 4 |
|
|
2024
Q1 | $24.6M | Sell |
46,792
-505
| -1% | -$265K | 14.68% | 4 |
|
|
2023
Q4 | $22.6M | Sell |
47,297
-352
| -0.7% | -$168K | 14.32% | 4 |
|
|
2023
Q3 | $20.5M | Sell |
47,649
-212
| -0.4% | -$91K | 14.86% | 4 |
|
|
2023
Q2 | $21.3M | Sell |
47,861
-372
| -0.8% | -$166K | 15.55% | 3 |
|
|
2023
Q1 | $19.8M | Sell |
48,233
-435
| -0.9% | -$179K | 15.56% | 3 |
|
|
2022
Q4 | $18.7M | Sell |
48,668
-91,563
| -65% | -$35.2M | 16% | 3 |
|
|
2022
Q3 | $50.3M | Buy |
140,231
+2,198
| +2% | +$789K | 48.66% | 1 |
|
|
2022
Q2 | $52.3M | Sell |
138,033
-6,214
| -4% | -$2.36M | 48.78% | 1 |
|
|
2022
Q1 | $65.4M | Buy |
144,247
+998
| +0.7% | +$453K | 51.62% | 1 |
|
|
2021
Q4 | $68.3M | Buy |
+143,249
| New | +$68.3M | 52.7% | 1 |
|