LFASL
Lugano Financial Advisors SA (LFA)’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 | $160K | Hold |
257
| – | – | 0.09% | 84 |
|
|
2025
Q1 | $144K | Hold |
257
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $151K | Hold |
257
| – | – | 0.1% | 86 |
|
|
2024
Q3 | $148K | Hold |
257
| – | – | 0.1% | 89 |
|
|
2024
Q2 | $141K | Hold |
257
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $135K | Hold |
257
| – | – | 0.1% | 89 |
|
|
2023
Q4 | $123K | Hold |
257
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $110K | Buy |
+257
| New | +$110K | 0.09% | 84 |
|
|
2020
Q1 | – | Sell |
-620
| Closed | -$200K | – | 130 |
|
|
2019
Q4 | $200K | Buy |
+620
| New | +$200K | 0.15% | 70 |
|
|
2019
Q2 | $183K | Hold |
620
| – | – | 0.11% | 75 |
|
|
2019
Q1 | $176K | Buy |
620
+200
| +48% | +$56.8K | 0.11% | 75 |
|
|
2018
Q4 | $123K | Hold |
420
| – | – | 0.09% | 98 |
|
|
2018
Q3 | $123K | Hold |
420
| – | – | 0.09% | 98 |
|
|
2018
Q2 | $114K | Buy |
+420
| New | +$114K | 0.11% | 78 |
|