HAM
Harmony Asset 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
Q1 | – | Sell |
-511
| Closed | -$301K | – | 166 |
|
|
2024
Q4 | $301K | Sell |
511
-97
| -16% | -$57.1K | 0.12% | 137 |
|
|
2024
Q3 | $351K | Buy |
608
+58
| +11% | +$33.5K | 0.13% | 123 |
|
|
2024
Q2 | $301K | Sell |
550
-40
| -7% | -$21.9K | 0.13% | 130 |
|
|
2024
Q1 | $310K | Buy |
+590
| New | +$310K | 0.13% | 116 |
|