LM Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

LM Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Sell
2025 Q1	$1.55M	Sell
2024 Q4	$1.83M	Buy
2024 Q3	$1.75M	Sell
2024 Q2	$2.14M	Sell
2024 Q1	$2.59M	Sell
2023 Q4	$2.86M	Buy