Lowe Brockenbrough & Co’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
$160M Buy
2025
Q1
$140M Buy
2024
Q4
$141M Buy
2024
Q3
$130M Buy
2024
Q2
$96.3M Buy
2024
Q1
$84M Buy
2023
Q4
$76M Buy
2023
Q3
$42.8M Buy
2023
Q2
$42.2M Sell
2023
Q1
$39M Buy
2022
Q4
$33.1M Sell
2022
Q3
$32M Sell
2022
Q2
$36.9M Buy
2022
Q1
$42.3M Buy
2021
Q4
$39.8M Buy
2021
Q3
$35.5M Buy