Lugano Financial Advisors SA (LFA)’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 | $160K | Hold |
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|
2025
Q1 | $144K | Hold |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $110K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q2 | $183K | Hold |
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|
2019
Q1 | $176K | Buy |
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|
2018
Q4 | $123K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $114K | Buy |
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