Leverty Financial Group’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 | $150M | Sell |
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|
2025
Q2 | $140M | Buy |
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|
2025
Q1 | $26.5M | Buy |
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|
2024
Q4 | $27.2M | Sell |
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|
2024
Q3 | $26.9M | Buy |
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|
2024
Q2 | $25.4M | Sell |
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|
2024
Q1 | $24.6M | Sell |
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|
2023
Q4 | $22.6M | Sell |
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|
2023
Q3 | $20.5M | Sell |
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|
2023
Q2 | $21.3M | Sell |
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|
2023
Q1 | $19.8M | Sell |
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|
2022
Q4 | $18.7M | Sell |
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|
2022
Q3 | $50.3M | Buy |
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|
2022
Q2 | $52.3M | Sell |
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|
2022
Q1 | $65.4M | Buy |
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|
2021
Q4 | $68.3M | Buy |
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