Lokken Investment 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
Q2 | $837K | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $835K | Buy |
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|
2024
Q1 | $644K | Hold |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $537K | Hold |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $415K | Buy |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $372K | Hold |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $261K | Buy |
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