LWM
LJI Wealth Management’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 | $725K | Buy |
1,168
+4
| +0.3% | +$2.48K | 0.13% | 66 |
|
|
2025
Q1 | $654K | Sell |
1,164
-193
| -14% | -$108K | 0.13% | 69 |
|
|
2024
Q4 | $799K | Buy |
1,357
+15
| +1% | +$8.83K | 0.16% | 59 |
|
|
2024
Q3 | $774K | Sell |
1,342
-622
| -32% | -$359K | 0.16% | 67 |
|
|
2024
Q2 | $1.07M | Buy |
1,964
+2
| +0.1% | +$1.1K | 0.24% | 53 |
|
|
2024
Q1 | $1.03M | Buy |
1,962
+273
| +16% | +$144K | 0.27% | 40 |
|
|
2023
Q4 | $807K | Sell |
1,689
-16
| -0.9% | -$7.64K | 0.21% | 57 |
|
|
2023
Q3 | $732K | Sell |
1,705
-132,369
| -99% | -$56.8M | 0.21% | 58 |
|
|
2023
Q2 | $927K | Buy |
134,074
+131,738
| +5,639% | +$911K | 0.27% | 44 |
|
|
2023
Q1 | $960K | Buy |
2,336
+40
| +2% | +$16.4K | 0.3% | 38 |
|
|
2022
Q4 | $882K | Buy |
+2,296
| New | +$882K | 0.31% | 38 |
|