HPIA
Hamilton Point Investment Advisors’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 | $663K | Hold |
1,067
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $600K | Hold |
1,067
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $628K | Hold |
1,067
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $615K | Hold |
1,067
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $584K | Hold |
1,067
| – | – | 0.11% | 80 |
|
|
2024
Q1 | $561K | Hold |
1,067
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $510K | Hold |
1,067
| – | – | 0.1% | 87 |
|
|
2023
Q3 | $460K | Hold |
1,067
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $476K | Hold |
1,067
| – | – | 0.11% | 83 |
|
|
2023
Q1 | $439K | Buy |
+1,067
| New | +$439K | 0.11% | 82 |
|
|
2017
Q3 | – | Sell |
-2,793
| Closed | -$680K | – | 77 |
|
|
2017
Q2 | $680K | Hold |
2,793
| – | – | 0.38% | 60 |
|
|
2017
Q1 | $663K | Sell |
2,793
-45
| -2% | -$10.7K | 0.38% | 63 |
|
|
2016
Q4 | $639K | Sell |
2,838
-20
| -0.7% | -$4.5K | 0.39% | 62 |
|
|
2016
Q3 | $622K | Buy |
2,858
+850
| +42% | +$185K | 0.39% | 62 |
|
|
2016
Q2 | $423K | Sell |
2,008
-500
| -20% | -$105K | 0.28% | 64 |
|
|
2016
Q1 | $518K | Buy |
2,508
+742
| +42% | +$153K | 0.35% | 63 |
|
|
2015
Q4 | $362K | Sell |
1,766
-145
| -8% | -$29.7K | 0.25% | 64 |
|
|
2015
Q3 | $368K | Buy |
1,911
+186
| +11% | +$35.8K | 0.29% | 65 |
|
|
2015
Q2 | $357K | Buy |
1,725
+595
| +53% | +$123K | 0.29% | 62 |
|
|
2015
Q1 | $235K | Buy |
+1,130
| New | +$235K | 0.19% | 62 |
|