LWA
Lineweaver Wealth 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 | $60M | Sell |
96,608
-16,137
| -14% | -$10M | 9.48% | 1 |
|
|
2025
Q1 | $63.4M | Buy |
112,745
+2,929
| +3% | +$1.65M | 10.79% | 1 |
|
|
2024
Q4 | $64.7M | Sell |
109,816
-5,636
| -5% | -$3.32M | 11.95% | 1 |
|
|
2024
Q3 | $66.6M | Sell |
115,452
-11,700
| -9% | -$6.75M | 12.68% | 1 |
|
|
2024
Q2 | $69.6M | Sell |
127,152
-33
| -0% | -$18.1K | 14.42% | 1 |
|
|
2024
Q1 | $66.9M | Buy |
127,185
+2,664
| +2% | +$1.4M | 15.88% | 1 |
|
|
2023
Q4 | $59.5M | Buy |
124,521
+4,338
| +4% | +$2.07M | 15.42% | 1 |
|
|
2023
Q3 | $51.6M | Sell |
120,183
-1,352
| -1% | -$581K | 15.01% | 1 |
|
|
2023
Q2 | $54.2M | Sell |
121,535
-1,449
| -1% | -$646K | 15.45% | 1 |
|
|
2023
Q1 | $50.6M | Buy |
122,984
+10,144
| +9% | +$4.17M | 15.53% | 1 |
|
|
2022
Q4 | $43.4M | Sell |
112,840
-1,140
| -1% | -$438K | 13.14% | 1 |
|
|
2022
Q3 | $40.9M | Buy |
113,980
+2,623
| +2% | +$941K | 13.26% | 1 |
|
|
2022
Q2 | $42.2M | Buy |
111,357
+683
| +0.6% | +$259K | 13.94% | 1 |
|
|
2022
Q1 | $50.2M | Buy |
110,674
+16,962
| +18% | +$7.7M | 14.35% | 1 |
|
|
2021
Q4 | $44.7M | Buy |
93,712
+3,800
| +4% | +$1.81M | 12.88% | 1 |
|
|
2021
Q3 | $38.7M | Buy |
89,912
+891
| +1% | +$384K | 11.82% | 1 |
|
|
2021
Q2 | $38.3M | Buy |
89,021
+4,120
| +5% | +$1.77M | 12.55% | 1 |
|
|
2021
Q1 | $33.8M | Buy |
84,901
+27,149
| +47% | +$10.8M | 11.98% | 1 |
|
|
2020
Q4 | $21.7M | Buy |
57,752
+1,538
| +3% | +$577K | 8.5% | 2 |
|
|
2020
Q3 | $18.9M | Sell |
56,214
-46
| -0.1% | -$15.5K | 8.44% | 2 |
|
|
2020
Q2 | $17.4M | Sell |
56,260
-7,061
| -11% | -$2.19M | 8.86% | 2 |
|
|
2020
Q1 | $16.4M | Buy |
63,321
+2,044
| +3% | +$529K | 10.3% | 2 |
|
|
2019
Q4 | $19.8M | Buy |
+61,277
| New | +$19.8M | 11.18% | 2 |
|