LA
Lifeworks Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.73M | Sell |
10,842
-1,130
| -9% | -$702K | 1% | 25 |
|
|
2025
Q1 | $6.73M | Buy |
11,972
+3,971
| +50% | +$2.23M | 1.12% | 22 |
|
|
2024
Q4 | $4.71M | Sell |
8,001
-86
| -1% | -$50.6K | 0.85% | 36 |
|
|
2024
Q3 | $4.67M | Buy |
8,087
+5,920
| +273% | +$3.41M | 0.92% | 31 |
|
|
2024
Q2 | $1.19M | Sell |
2,167
-929
| -30% | -$508K | 0.33% | 80 |
|
|
2024
Q1 | $1.63M | Buy |
+3,096
| New | +$1.63M | 0.46% | 69 |
|