LRWA
Long Run Wealth Advisors’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 | $1.22M | Buy |
1,972
+36
| +2% | +$22.3K | 0.26% | 62 |
|
|
2025
Q1 | $1.09M | Buy |
1,936
+354
| +22% | +$199K | 0.25% | 64 |
|
|
2024
Q4 | $931K | Sell |
1,582
-878
| -36% | -$517K | 0.22% | 66 |
|
|
2024
Q3 | $1.42M | Buy |
2,460
+391
| +19% | +$226K | 0.33% | 51 |
|
|
2024
Q2 | $1.13M | Buy |
2,069
+731
| +55% | +$400K | 0.29% | 61 |
|
|
2024
Q1 | $703K | Hold |
1,338
| – | – | 0.19% | 70 |
|
|
2023
Q4 | $639K | Buy |
1,338
+844
| +171% | +$403K | 0.18% | 70 |
|
|
2023
Q3 | $212K | Buy |
494
+6
| +1% | +$2.58K | 0.07% | 80 |
|
|
2023
Q2 | $218K | Hold |
488
| – | – | 0.07% | 89 |
|
|
2023
Q1 | $201K | Buy |
+488
| New | +$201K | 0.07% | 92 |
|
|
2022
Q4 | – | Sell |
-619
| Closed | -$222K | – | 95 |
|
|
2022
Q3 | $222K | Hold |
619
| – | – | 0.09% | 88 |
|
|
2022
Q2 | $235K | Sell |
619
-3
| -0.5% | -$1.14K | 0.09% | 87 |
|
|
2022
Q1 | $281K | Buy |
622
+3
| +0.5% | +$1.36K | 0.1% | 86 |
|
|
2021
Q4 | $295K | Buy |
+619
| New | +$295K | 0.1% | 87 |
|