Moody Lynn & Lieberson’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
Q3 | $498K | Buy |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $602K | Hold |
|
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|
2024
Q3 | $590K | Hold |
|
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|
2024
Q2 | $560K | Hold |
|
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|
2024
Q1 | $538K | Hold |
|
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|
2023
Q4 | $489K | Hold |
|
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $456K | Sell |
|
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|
2023
Q1 | $495K | Hold |
|
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|
2022
Q4 | $462K | Hold |
|
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|
2022
Q3 | $431K | Hold |
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|
2022
Q2 | $456K | Hold |
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|
2022
Q1 | $546K | Hold |
|
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|
2021
Q4 | $574K | Sell |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $539K | Hold |
|
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|
2021
Q1 | $498K | Buy |
|
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|
2020
Q4 | $375K | Hold |
|
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|
2020
Q3 | $336K | Hold |
|
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|
2020
Q2 | $310K | Hold |
|
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|
2020
Q1 | $258 | Sell |
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|
2019
Q4 | $574K | Hold |
|
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|
2019
Q3 | $530K | Hold |
|
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|
2019
Q2 | $523K | Hold |
|
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|
2019
Q1 | $505K | Hold |
|
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|
2018
Q4 | $447K | Hold |
|
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|
2018
Q3 | $520K | Hold |
|
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|
2018
Q2 | $485K | Hold |
|
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|
2018
Q1 | $471K | Hold |
|
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|
2017
Q4 | $503K | Hold |
|
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|
2017
Q3 | $449K | Hold |
|
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|
2017
Q2 | $432K | Hold |
|
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|
2017
Q1 | $421K | Hold |
|
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|
2016
Q4 | $399K | Hold |
|
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|
2016
Q3 | $386K | Hold |
|
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|
2016
Q2 | $374K | Hold |
|
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|
2016
Q1 | $367K | Hold |
|
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|
2015
Q4 | $364K | Buy |
|
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|
2015
Q3 | $280K | Hold |
|
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|
2015
Q2 | $302K | Hold |
|
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|
2015
Q1 | $302K | Hold |
|
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|
2014
Q4 | $301K | Hold |
|
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|
2014
Q3 | $288K | Hold |
|
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|
2014
Q2 | $287K | Hold |
|
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|
2014
Q1 | $274K | Hold |
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|
2013
Q4 | $270K | Buy |
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|
2013
Q3 | $238K | Hold |
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|
2013
Q2 | $227K | Buy |
|