Charles D. Hyman’s iShares Core S&P 500 ETF IVV Stock Holding History

Charles D. Hyman’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.7M	Hold
2024 Q1	$1.63M	Buy
2023 Q4	$1.48M	Hold
2023 Q3	$1.33M	Buy
2023 Q2	$1.34M	Buy
2023 Q1	$1.16M	Sell
2022 Q4	$1.1M	Buy
2022 Q3	$1.01M	Hold
2022 Q2	$1.07M	Hold
2022 Q1	$1.28M	Sell
2021 Q4	$1.36M	Hold
2021 Q3	$1.23M	Hold
2021 Q2	$1.23M	Hold
2021 Q1	$1.14M	Hold
2020 Q4	$1.07M	Hold
2020 Q3	$959K	Hold
2020 Q2	$884K	Buy
2020 Q1	$726K	Hold
2019 Q4	$908K	Hold
2019 Q3	$839K	Hold
2019 Q2	$828K	Hold
2019 Q1	$799K	Sell
2018 Q4	$712K	Hold
2018 Q3	$828K	Buy
2018 Q2	$762K	Hold
2018 Q1	$741K	Hold
2017 Q4	$751K	Buy
2016 Q3	–	Sell
2016 Q2	$330K	Buy