Lockerman Financial Group’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 | $1.8M | Buy |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.49M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $688K | Sell |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $784K | Buy |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Sell |
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|
2021
Q4 | $571K | Buy |
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