LexAurum Advisors’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
Q2 | $1.65M | Sell |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $1.73M | Buy |
|
|||||
|
2024
Q3 | $1.16M | Sell |
|
|||||
|
2024
Q2 | $1.23M | Buy |
|
|||||
|
2024
Q1 | $1.11M | Sell |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $910K | Buy |
|
|||||
|
2023
Q2 | $886K | Buy |
|
|||||
|
2023
Q1 | $817K | Sell |
|
|||||
|
2022
Q4 | $1.32M | Sell |
|
|||||
|
2022
Q3 | $1.3M | Sell |
|
|||||
|
2022
Q2 | $1.44M | Sell |
|
|||||
|
2022
Q1 | $2.03M | Sell |
|
|||||
|
2021
Q4 | $2.68M | Sell |
|
|||||
|
2021
Q3 | $2.6M | Sell |
|
|||||
|
2021
Q2 | $2.69M | Buy |
|
|||||
|
2021
Q1 | $2.43M | Buy |
|
|||||
|
2020
Q4 | $2.18M | Buy |
|
|||||
|
2020
Q3 | $1.09M | Buy |
|
|||||
|
2020
Q2 | $898K | Sell |
|
|||||
|
2020
Q1 | $841K | Buy |
|
|||||
|
2019
Q4 | $809K | Buy |
|
|||||
|
2019
Q3 | $511K | Buy |
|
|||||
|
2019
Q2 | $483K | Buy |
|
|||||
|
2019
Q1 | $464K | Sell |
|
|||||
|
2018
Q4 | $2.02M | Buy |
|
|||||
|
2018
Q3 | $389K | Sell |
|
|||||
|
2018
Q2 | $601K | Buy |
|
|||||
|
2018
Q1 | $459K | Sell |
|
|||||
|
2017
Q4 | $505K | Buy |
|