Lion Street 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
Q2 | $4.04M | Sell |
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|
2025
Q1 | $4.49M | Buy |
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|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $2.82M | Hold |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.57M | Buy |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.05M | Sell |
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|
2020
Q3 | $5.22M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.74M | Buy |
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