Lowell Blake & Associates’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
2023
Q3
$772K Sell
2023
Q2
$868K Sell
2023
Q1
$811K Sell
2022
Q4
$966K Buy
2022
Q3
$578K Sell
2022
Q2
$612K Hold
2022
Q1
$732K Buy
2021
Q4
$743K Buy
2021
Q3
$669K Hold
2021
Q2
$668K Buy