White Lighthouse Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
2,185
+38
| +2% | +$23.6K | 0.22% | 61 |
|
|
2025
Q1 | $1.21M | Sell |
2,147
-32
| -1% | -$18K | 0.22% | 64 |
|
|
2024
Q4 | $1.28M | Buy |
2,179
+47
| +2% | +$27.7K | 0.23% | 61 |
|
|
2024
Q3 | $1.23M | Sell |
2,132
-70
| -3% | -$40.4K | 0.22% | 64 |
|
|
2024
Q2 | $1.21M | Buy |
2,202
+163
| +8% | +$89.2K | 0.23% | 62 |
|
|
2024
Q1 | $1.07M | Buy |
2,039
+58
| +3% | +$30.5K | 0.22% | 62 |
|
|
2023
Q4 | $946K | Buy |
1,981
+63
| +3% | +$30.1K | 0.21% | 66 |
|
|
2023
Q3 | $824K | Buy |
1,918
+123
| +7% | +$52.8K | 0.2% | 68 |
|
|
2023
Q2 | $800K | Buy |
1,795
+24
| +1% | +$10.7K | 0.19% | 66 |
|
|
2023
Q1 | $728K | Sell |
1,771
-73
| -4% | -$30K | 0.18% | 70 |
|
|
2022
Q4 | $709K | Buy |
1,844
+449
| +32% | +$173K | 0.19% | 70 |
|
|
2022
Q3 | $500K | Sell |
1,395
-27
| -2% | -$9.68K | 0.15% | 77 |
|
|
2022
Q2 | $539K | Sell |
1,422
-117
| -8% | -$44.3K | 0.15% | 75 |
|
|
2022
Q1 | $698K | Sell |
1,539
-1
| -0.1% | -$454 | 0.18% | 71 |
|
|
2021
Q4 | $735K | Buy |
1,540
+26
| +2% | +$12.4K | 0.18% | 68 |
|
|
2021
Q3 | $652K | Buy |
1,514
+48
| +3% | +$20.7K | 0.17% | 71 |
|
|
2021
Q2 | $630K | Sell |
1,466
-41
| -3% | -$17.6K | 0.17% | 71 |
|
|
2021
Q1 | $600K | Buy |
1,507
+29
| +2% | +$11.5K | 0.18% | 71 |
|
|
2020
Q4 | $555K | Buy |
1,478
+21
| +1% | +$7.89K | 0.18% | 72 |
|
|
2020
Q3 | $490K | Sell |
1,457
-265
| -15% | -$89.1K | 0.17% | 75 |
|
|
2020
Q2 | $533K | Buy |
1,722
+475
| +38% | +$147K | 0.2% | 74 |
|
|
2020
Q1 | $322K | Buy |
+1,247
| New | +$322K | 0.13% | 90 |
|