Lloyd Advisory Services’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 | $865K | Buy |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $13.5M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.77M | Sell |
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|
2022
Q2 | $18M | Buy |
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|
2022
Q1 | $21.3M | Buy |
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|
2021
Q4 | $22.1M | Sell |
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|
2021
Q3 | $20.1M | Sell |
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|
2021
Q2 | $20.3M | Sell |
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|
2021
Q1 | $19.3M | Buy |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q3 | $6.31M | Buy |
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|
2020
Q2 | $5.26M | Sell |
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|
2020
Q1 | $4.95M | Buy |
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|
2019
Q4 | $5.62M | Buy |
|