LifePlan Investment Advisors’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 | $4.76M | Sell |
7,671
-3,506
| -31% | -$2.18M | 2.37% | 11 |
|
|
2025
Q1 | $6.28M | Buy |
11,177
+508
| +5% | +$285K | 3.61% | 3 |
|
|
2024
Q4 | $6.28M | Sell |
10,669
-810
| -7% | -$477K | 3.89% | 3 |
|
|
2024
Q3 | $6.62M | Buy |
11,479
+268
| +2% | +$155K | 4.23% | 3 |
|
|
2024
Q2 | $6.13M | Sell |
11,211
-127
| -1% | -$69.5K | 4.42% | 3 |
|
|
2024
Q1 | $5.96M | Sell |
11,338
-2,275
| -17% | -$1.2M | 4.75% | 3 |
|
|
2023
Q4 | $6.5M | Buy |
13,613
+2,689
| +25% | +$1.28M | 5.95% | 3 |
|
|
2023
Q3 | $4.69M | Buy |
10,924
+4,750
| +77% | +$2.04M | 4.99% | 4 |
|
|
2023
Q2 | $2.75M | Buy |
+6,174
| New | +$2.75M | 3.08% | 12 |
|