LI
Louisbourg Investments’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 | $12M | Buy |
19,360
+40
| +0.2% | +$24.8K | 2.83% | 4 |
|
|
2025
Q1 | $10.9M | Buy |
19,320
+1,200
| +7% | +$674K | 2.95% | 2 |
|
|
2024
Q4 | $10.7M | Sell |
18,120
-2,080
| -10% | -$1.22M | 2.8% | 6 |
|
|
2024
Q3 | $11.7M | Sell |
20,200
-398
| -2% | -$230K | 2.95% | 3 |
|
|
2024
Q2 | $11.1M | Sell |
20,598
-10,080
| -33% | -$5.43M | 3.11% | 2 |
|
|
2024
Q1 | $14.7M | Buy |
30,678
+268
| +0.9% | +$128K | 4.09% | 2 |
|
|
2023
Q4 | $13.5M | Buy |
+30,410
| New | +$13.5M | 4.08% | 2 |
|