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Moody Lynn & Lieberson’s iShares Core S&P 500 ETF IVV Stock Holding History

Moody Lynn & Lieberson’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$460K Hold
741
– – 0.03% 179
2025
Q1 		$416K Sell
741
-282
-28% -$158K 0.03% 177
2024
Q4 		$602K Hold
1,023
– – 0.04% 153
2024
Q3 		$590K Hold
1,023
– – 0.04% 163
2024
Q2 		$560K Hold
1,023
– – 0.04% 153
2024
Q1 		$538K Hold
1,023
– – 0.04% 154
2023
Q4 		$489K Hold
1,023
– – 0.04% 159
2023
Q3 		$439K Hold
1,023
– – 0.04% 151
2023
Q2 		$456K Sell
1,023
-180
-15% -$80.2K 0.04% 161
2023
Q1 		$495K Hold
1,203
– – 0.04% 152
2022
Q4 		$462K Hold
1,203
– – 0.04% 162
2022
Q3 		$431K Hold
1,203
– – 0.04% 152
2022
Q2 		$456K Hold
1,203
– – 0.04% 153
2022
Q1 		$546K Hold
1,203
– – 0.04% 146
2021
Q4 		$574K Sell
1,203
-50
-4% -$23.9K 0.04% 160
2021
Q3 		$540K Hold
1,253
– – 0.04% 153
2021
Q2 		$539K Hold
1,253
– – 0.04% 149
2021
Q1 		$498K Buy
1,253
+253
+25% +$101K 0.04% 157
2020
Q4 		$375K Hold
1,000
– – 0.03% 164
2020
Q3 		$336K Hold
1,000
– – 0.03% 160
2020
Q2 		$310K Hold
1,000
– – 0.03% 152
2020
Q1 		$258 Sell
1,000
-775
-44% -$200 0.04% 144
2019
Q4 		$574K Hold
1,775
– – 0.06% 147
2019
Q3 		$530K Hold
1,775
– – 0.06% 136
2019
Q2 		$523K Hold
1,775
– – 0.06% 145
2019
Q1 		$505K Hold
1,775
– – 0.06% 139
2018
Q4 		$447K Hold
1,775
– – 0.06% 143
2018
Q3 		$520K Hold
1,775
– – 0.06% 153
2018
Q2 		$485K Hold
1,775
– – 0.06% 156
2018
Q1 		$471K Hold
1,775
– – 0.06% 156
2017
Q4 		$503K Hold
1,775
– – 0.05% 162
2017
Q3 		$449K Hold
1,775
– – 0.05% 166
2017
Q2 		$432K Hold
1,775
– – 0.06% 168
2017
Q1 		$421K Hold
1,775
– – 0.06% 133
2016
Q4 		$399K Hold
1,775
– – 0.06% 137
2016
Q3 		$386K Hold
1,775
– – 0.06% 134
2016
Q2 		$374K Hold
1,775
– – 0.07% 127
2016
Q1 		$367K Hold
1,775
– – 0.06% 134
2015
Q4 		$364K Buy
1,775
+320
+22% +$65.6K 0.06% 146
2015
Q3 		$280K Hold
1,455
– – 0.05% 149
2015
Q2 		$302K Hold
1,455
– – 0.05% 161
2015
Q1 		$302K Hold
1,455
– – 0.05% 157
2014
Q4 		$301K Hold
1,455
– – 0.04% 164
2014
Q3 		$288K Hold
1,455
– – 0.04% 154
2014
Q2 		$287K Hold
1,455
– – 0.04% 162
2014
Q1 		$274K Hold
1,455
– – 0.04% 172
2013
Q4 		$270K Buy
1,455
+47
+3% +$8.72K 0.04% 173
2013
Q3 		$238K Hold
1,408
– – 0.04% 164
2013
Q2 		$227K Buy
+1,408
New +$227K 0.04% 145