Lindbrook 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
Q1 | $4.09M | Sell |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $9.14M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $4.2M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $409K | Sell |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $318K | Buy |
|