Hamilton Point Investment Advisors’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
Q3 | $714K | Hold |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $628K | Hold |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $584K | Hold |
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|
2024
Q1 | $561K | Hold |
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $476K | Hold |
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|
2023
Q1 | $439K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $680K | Hold |
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|
2017
Q1 | $663K | Sell |
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|
2016
Q4 | $639K | Sell |
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|
2016
Q3 | $622K | Buy |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $518K | Buy |
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|
2015
Q4 | $362K | Sell |
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|
2015
Q3 | $368K | Buy |
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|
2015
Q2 | $357K | Buy |
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|
2015
Q1 | $235K | Buy |
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