Lodestar Private Asset Management’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 | $76.1M | Buy |
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|
2025
Q1 | $67.9M | Buy |
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|
2024
Q4 | $69.7M | Buy |
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|
2024
Q3 | $66.2M | Buy |
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|
2024
Q2 | $60.7M | Buy |
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|
2024
Q1 | $57.1M | Sell |
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|
2023
Q4 | $51.9M | Buy |
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|
2023
Q3 | $45.2M | Buy |
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|
2023
Q2 | $45M | Buy |
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|
2023
Q1 | $41.5M | Buy |
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|
2022
Q4 | $37.2M | Buy |
|