Lodestone Wealth 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
Q3 | $594K | Sell |
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|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $376K | Buy |
|