Lineweaver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65M | Buy |
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|
2025
Q2 | $60M | Sell |
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|
2025
Q1 | $63.4M | Buy |
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|
2024
Q4 | $64.7M | Sell |
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|
2024
Q3 | $66.6M | Sell |
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|
2024
Q2 | $69.6M | Sell |
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|
2024
Q1 | $66.9M | Buy |
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|
2023
Q4 | $59.5M | Buy |
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|
2023
Q3 | $51.6M | Sell |
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|
2023
Q2 | $54.2M | Sell |
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|
2023
Q1 | $50.6M | Buy |
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|
2022
Q4 | $43.4M | Sell |
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|
2022
Q3 | $40.9M | Buy |
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|
2022
Q2 | $42.2M | Buy |
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|
2022
Q1 | $50.2M | Buy |
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|
2021
Q4 | $44.7M | Buy |
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|
2021
Q3 | $38.7M | Buy |
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|
2021
Q2 | $38.3M | Buy |
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|
2021
Q1 | $33.8M | Buy |
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|
2020
Q4 | $21.7M | Buy |
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|
2020
Q3 | $18.9M | Sell |
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|
2020
Q2 | $17.4M | Sell |
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|
2020
Q1 | $16.4M | Buy |
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|
2019
Q4 | $19.8M | Buy |
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