Lynx Investment Advisory’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
$381K Buy
2025
Q1
$343K Sell
2024
Q4
$401K Buy
2024
Q3
$388K Buy
2024
Q2
$367K Buy