LWS Wealth Advisors’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
Q4
$24.7M Buy
2023
Q3
$20.3M Sell
2023
Q2
$22.1M Buy
2023
Q1
$20.2M Buy
2022
Q4
$18.3M Sell
2022
Q3
$18.2M Buy
2022
Q2
$18.4M Buy
2022
Q1
$21.4M Sell
2021
Q4
$23.4M Sell
2021
Q3
$21.2M Buy
2021
Q2
$20.3M Buy
2021
Q1
$17.2M Buy
2020
Q4
$13.6M Buy
2020
Q3
$9.93M Sell
2020
Q2
$9.71M Sell
2020
Q1
$10M Sell
2019
Q4
$14.2M Buy