Lincoln Capital’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
Q3 | $3.09M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $1.99M | Hold |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.22M | Buy |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $604K | Buy |
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|
2020
Q3 | $358K | Buy |
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