Long Run Wealth Advisors’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 | $1.32M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $703K | Hold |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $218K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $295K | Buy |
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