Lyell Wealth Management’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 | $3.78M | Sell |
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|
2025
Q1 | $3.46M | Sell |
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|
2024
Q4 | $3.74M | Hold |
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|
2024
Q3 | $3.66M | Sell |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.44M | Buy |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.55M | Hold |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $578K | Buy |
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|
2020
Q1 | $343K | Buy |
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|
2019
Q4 | $257K | Buy |
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