HFS
Hantz Financial Services’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 | $190M | Buy |
306,477
+50,972
| +20% | +$31.6M | 3.08% | 6 |
|
|
2025
Q1 | $144M | Buy |
255,505
+48,496
| +23% | +$27.2M | 2.53% | 7 |
|
|
2024
Q4 | $122M | Buy |
207,009
+48,419
| +31% | +$28.5M | 2.12% | 8 |
|
|
2024
Q3 | $91.5M | Buy |
158,590
+16,629
| +12% | +$9.59M | 1.62% | 11 |
|
|
2024
Q2 | $77.7M | Sell |
141,961
-13,466
| -9% | -$7.37M | 1.49% | 10 |
|
|
2024
Q1 | $81.7M | Sell |
155,427
-9,755
| -6% | -$5.13M | 1.59% | 9 |
|
|
2023
Q4 | $78.9M | Sell |
165,182
-7,062
| -4% | -$3.37M | 1.72% | 4 |
|
|
2023
Q3 | $74M | Buy |
172,244
+7,265
| +4% | +$3.12M | 1.88% | 4 |
|
|
2023
Q2 | $73.5M | Buy |
164,979
+32,507
| +25% | +$14.5M | 1.84% | 3 |
|
|
2023
Q1 | $54.5M | Buy |
132,472
+30,153
| +29% | +$12.4M | 1.49% | 5 |
|
|
2022
Q4 | $39.3M | Buy |
102,319
+38,973
| +62% | +$15M | 1.19% | 11 |
|
|
2022
Q3 | $22.7M | Buy |
63,346
+27,562
| +77% | +$9.89M | 0.78% | 26 |
|
|
2022
Q2 | $13.6M | Buy |
35,784
+19,275
| +117% | +$7.31M | 0.46% | 52 |
|
|
2022
Q1 | $7.49M | Buy |
16,509
+15,293
| +1,258% | +$6.94M | 0.22% | 136 |
|
|
2021
Q4 | $580K | Sell |
1,216
-295
| -20% | -$141K | 0.02% | 424 |
|
|
2021
Q3 | $651K | Buy |
+1,511
| New | +$651K | 0.02% | 382 |
|