Linscomb Wealth’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
Q2 | $195M | Buy |
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|
2025
Q1 | $177M | Sell |
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|
2024
Q4 | $190M | Sell |
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|
2024
Q3 | $186M | Sell |
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|
2024
Q2 | $184M | Sell |
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|
2024
Q1 | $181M | Sell |
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|
2023
Q4 | $165M | Sell |
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|
2023
Q3 | $154M | Sell |
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|
2023
Q2 | $164M | Sell |
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|
2023
Q1 | $158M | Sell |
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|
2022
Q4 | $150M | Buy |
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|
2022
Q3 | $139M | Buy |
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|
2022
Q2 | $145M | Buy |
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|
2022
Q1 | $171M | Buy |
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|
2021
Q4 | $174M | Buy |
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|
2021
Q3 | $156M | Buy |
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|
2021
Q2 | $155M | Buy |
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|
2021
Q1 | $142M | Buy |
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|
2020
Q4 | $133M | Buy |
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|
2020
Q3 | $118M | Buy |
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|
2020
Q2 | $108M | Buy |
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|
2020
Q1 | $84.4M | Buy |
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|
2019
Q4 | $104M | Buy |
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|
2019
Q3 | $94.9M | Buy |
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|
2019
Q2 | $93.7M | Buy |
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|
2019
Q1 | $90.3M | Buy |
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|
2018
Q4 | $79.5M | Sell |
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|
2018
Q3 | $93.1M | Buy |
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|
2018
Q2 | $86.7M | Sell |
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|
2018
Q1 | $86.3M | Buy |
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|
2017
Q4 | $86.3M | Sell |
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|
2017
Q3 | $84.6M | Sell |
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|
2017
Q2 | $81.8M | Buy |
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|
2017
Q1 | $78.6M | Sell |
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|
2016
Q4 | $75.3M | Buy |
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|
2016
Q3 | $72M | Buy |
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|
2016
Q2 | $69.4M | Buy |
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|
2016
Q1 | $67.8M | Buy |
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|
2015
Q4 | $64.1M | Buy |
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|
2015
Q3 | $60M | Buy |
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|
2015
Q2 | $62.2M | Buy |
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|
2015
Q1 | $62M | Buy |
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|
2014
Q4 | $60.8M | Buy |
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|
2014
Q3 | $57.2M | Buy |
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|
2014
Q2 | $54.6M | Buy |
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|
2014
Q1 | $51.7M | Buy |
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|
2013
Q4 | $48.7M | Buy |
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|
2013
Q3 | $44.2M | Sell |
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|
2013
Q2 | $42.6M | Buy |
|