LWM
Lodestone Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
889
+2
| +0.2% | +$1.24K | 0.27% | 93 |
|
|
2025
Q1 | $498K | Hold |
887
| – | – | 0.27% | 93 |
|
|
2024
Q4 | $522K | Hold |
887
| – | – | 0.26% | 88 |
|
|
2024
Q3 | $512K | Sell |
887
-15
| -2% | -$8.65K | 0.26% | 86 |
|
|
2024
Q2 | $493K | Buy |
902
+47
| +5% | +$25.7K | 0.26% | 91 |
|
|
2024
Q1 | $449K | Sell |
855
-28
| -3% | -$14.7K | 0.24% | 100 |
|
|
2023
Q4 | $422K | Sell |
883
-30
| -3% | -$14.3K | 0.24% | 96 |
|
|
2023
Q3 | $392K | Sell |
913
-15
| -2% | -$6.44K | 0.27% | 87 |
|
|
2023
Q2 | $414K | Sell |
928
-34
| -4% | -$15.2K | 0.28% | 85 |
|
|
2023
Q1 | $395K | Sell |
962
-17
| -2% | -$6.99K | 0.3% | 85 |
|
|
2022
Q4 | $376K | Buy |
+979
| New | +$376K | 0.3% | 80 |
|