Live Oak Private 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
Q3 | $2.33M | Sell |
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|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $485K | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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