H&H Retirement Design & 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 | $666K | Buy |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $216K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.4M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.16M | Buy |
|