Hartford Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.4K | Hold |
107
| – | – | 0.02% | 176 |
|
|
2025
Q1 | $60.1K | Hold |
107
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $63K | Hold |
107
| – | – | 0.01% | 201 |
|
|
2024
Q3 | $61.7K | Hold |
107
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $58.5K | Hold |
107
| – | – | 0.01% | 209 |
|
|
2024
Q1 | $56.2K | Hold |
107
| – | – | 0.01% | 216 |
|
|
2023
Q4 | $51.1K | Hold |
107
| – | – | 0.01% | 219 |
|
|
2023
Q3 | $45.9K | Hold |
107
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $47.7K | Hold |
107
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $44K | Hold |
107
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $41.1K | Hold |
107
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $38K | Hold |
107
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $41K | Hold |
107
| – | – | 0.01% | 214 |
|
|
2022
Q1 | $49K | Hold |
107
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $51K | Hold |
107
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $46K | Hold |
107
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $46K | Hold |
107
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $43K | Hold |
107
| – | – | 0.01% | 209 |
|
|
2020
Q4 | $40K | Hold |
107
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $36K | Hold |
107
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $33K | Hold |
107
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $28K | Hold |
107
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $35K | Hold |
107
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $32K | Hold |
107
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $32K | Hold |
107
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $30K | Hold |
107
| – | – | 0.01% | 235 |
|
|
2018
Q4 | $27K | Hold |
107
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $31K | Hold |
107
| – | – | 0.01% | 255 |
|
|
2018
Q2 | $29K | Buy |
+107
| New | +$29K | 0.01% | 261 |
|
|
2017
Q4 | – | Sell |
-105
| Closed | -$26K | – | 364 |
|
|
2017
Q3 | $26K | Buy |
+105
| New | +$26K | 0.01% | 225 |
|