Life Line Wealth 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 | $19.2M | Sell |
30,855
-44,503
| -59% | -$27.6M | 6.2% | 8 |
|
|
2025
Q1 | $42.3M | Buy |
75,358
+3,196
| +4% | +$1.8M | 15.58% | 3 |
|
|
2024
Q4 | $42.5M | Buy |
72,162
+724
| +1% | +$426K | 15.15% | 2 |
|
|
2024
Q3 | $41.2M | Sell |
71,438
-6,623
| -8% | -$3.82M | 14.73% | 3 |
|
|
2024
Q2 | $42.7M | Sell |
78,061
-20,221
| -21% | -$11.1M | 16.14% | 1 |
|
|
2024
Q1 | $51.7M | Buy |
98,282
+3,729
| +4% | +$1.96M | 19.57% | 2 |
|
|
2023
Q4 | $45.2M | Buy |
+94,553
| New | +$45.2M | 17.88% | 4 |
|