LA
LM Advisors’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 | $1.7M | Sell |
2,736
-30
| -1% | -$18.6K | 0.22% | 61 |
|
|
2025
Q1 | $1.55M | Sell |
2,766
-340
| -11% | -$191K | 0.28% | 64 |
|
|
2024
Q4 | $1.83M | Buy |
3,106
+78
| +3% | +$45.9K | 0.33% | 58 |
|
|
2024
Q3 | $1.75M | Sell |
3,028
-887
| -23% | -$512K | 0.36% | 54 |
|
|
2024
Q2 | $2.14M | Sell |
3,915
-1,004
| -20% | -$549K | ﹤0.01% | 69 |
|
|
2024
Q1 | $2.59M | Sell |
4,919
-1,064
| -18% | -$559K | 0.41% | 48 |
|
|
2023
Q4 | $2.86M | Buy |
+5,983
| New | +$2.86M | 0.57% | 37 |
|