White Lighthouse Investment 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 | $1.36M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $800K | Buy |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $709K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $652K | Buy |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $322K | Buy |
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