LRI Investments’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
564
+486
| +623% | +$302K | 0.03% | 210 |
|
|
2025
Q1 | $43.9K | Hold |
78
| – | – | ﹤0.01% | 552 |
|
|
2024
Q4 | $45.9K | Hold |
78
| – | – | ﹤0.01% | 534 |
|
|
2024
Q3 | $46.5K | Sell |
78
-27
| -26% | -$16.1K | ﹤0.01% | 517 |
|
|
2024
Q2 | $57.5K | Hold |
105
| – | – | 0.01% | 464 |
|
|
2024
Q1 | $55.2K | Buy |
+105
| New | +$55.2K | 0.01% | 260 |
|