LFG
IVV icon

Lockerman Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Lockerman Financial Group’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
2026
Q2 		$3.03M Buy
4,043
+1,748
+76% +$1.27M 4.63% 3
2026
Q1 		$1.5M Buy
2,295
+663
+41% +$453K 2.7% 9
2025
Q4 		$1.12M Sell
1,632
-1,051
-39% -$714K 2.14% 10
2025
Q3 		$1.8M Buy
2,683
+105
+4% +$67.6K 2.26% 9
2025
Q2 		$1.6M Sell
2,578
-521
-17% -$299K 2.16% 10
2025
Q1 		$1.74M Buy
3,099
+269
+10% +$159K 2.63% 8
2024
Q4 		$1.67M Buy
2,830
+252
+10% +$149K 2.84% 6
2024
Q3 		$1.49M Sell
2,578
-71
-3% -$39.5K 2.52% 6
2024
Q2 		$1.45M Buy
2,649
+1,550
+141% +$815K 2.63% 6
2024
Q1 		$578K Sell
1,099
-700
-39% -$350K 1.11% 26
2023
Q4 		$859K Buy
1,799
+198
+12% +$88.6K 1.99% 11
2023
Q3 		$688K Sell
1,601
-198
-11% -$88.6K 1.85% 12
2023
Q2 		$802K Sell
1,799
-109
-6% -$45.9K 2.23% 10
2023
Q1 		$784K Buy
1,908
+2
+0.1% +$802 2.16% 12
2022
Q4 		$732K Buy
1,906
+750
+65% +$289K 2.14% 13
2022
Q3 		$415K Buy
+1,156
New +$462K 1.19% 21
2022
Q2 		– Sell
-460
Closed -$209K – 71
2022
Q1 		$209K Sell
460
-737
-62% -$330K 0.56% 69
2021
Q4 		$571K Buy
+1,197
New +$552K 1.49% 14

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FCBT
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