HHRDM
H&H Retirement Design & Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
1,054
+660
| +168% | +$417K | 0.37% | 47 |
|
|
2025
Q1 | $203K | Hold |
394
| – | – | 0.14% | 72 |
|
|
2024
Q4 | $237K | Buy |
394
+6
| +2% | +$3.62K | 0.14% | 72 |
|
|
2024
Q3 | $226K | Hold |
388
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $216K | Buy |
+388
| New | +$216K | 0.13% | 83 |
|
|
2023
Q1 | – | Sell |
-5,987
| Closed | -$2.4M | – | 76 |
|
|
2022
Q4 | $2.4M | Buy |
5,987
+1,165
| +24% | +$466K | 2.02% | 14 |
|
|
2022
Q3 | $1.73M | Buy |
4,822
+428
| +10% | +$154K | 1.63% | 17 |
|
|
2022
Q2 | $1.82M | Buy |
+4,394
| New | +$1.82M | 1.33% | 20 |
|
|
2020
Q3 | – | Sell |
-5,531
| Closed | -$1.71M | – | 47 |
|
|
2020
Q2 | $1.71M | Buy |
5,531
+1,045
| +23% | +$324K | 1.52% | 22 |
|
|
2020
Q1 | $1.16M | Buy |
+4,486
| New | +$1.16M | 1.1% | 24 |
|