Lighthouse Financial 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
2021
Q1
$1.7M Buy
2020
Q4
$1.57M Sell
2020
Q3
$1.59M Buy
2020
Q2
$1.34M Buy
2020
Q1
$427K Sell
2019
Q4
$574K Buy