HCM
Harvey Capital 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
Q2 | $4.46M | Hold |
7,191
| – | – | 1.05% | 30 |
|
|
2025
Q1 | $4.04M | Buy |
7,191
+567
| +9% | +$319K | 1.06% | 33 |
|
|
2024
Q4 | $3.9M | Hold |
6,624
| – | – | 0.92% | 33 |
|
|
2024
Q3 | $3.82M | Sell |
6,624
-10
| -0.2% | -$5.77K | 0.96% | 33 |
|
|
2024
Q2 | $3.63M | Sell |
6,634
-101
| -1% | -$55.3K | 0.95% | 27 |
|
|
2024
Q1 | $3.54M | Hold |
6,735
| – | – | 1.04% | 27 |
|
|
2023
Q4 | $3.22M | Hold |
6,735
| – | – | 1.07% | 28 |
|
|
2023
Q3 | $2.89M | Hold |
6,735
| – | – | 1.02% | 29 |
|
|
2023
Q2 | $3M | Hold |
6,735
| – | – | 1.1% | 25 |
|
|
2023
Q1 | $2.77M | Sell |
6,735
-70
| -1% | -$28.8K | 1.09% | 28 |
|
|
2022
Q4 | $2.61M | Buy |
6,805
+50
| +0.7% | +$19.2K | 1.1% | 27 |
|
|
2022
Q3 | $2.42M | Buy |
6,755
+25
| +0.4% | +$8.96K | 1.05% | 29 |
|
|
2022
Q2 | $2.55M | Hold |
6,730
| – | – | 0.99% | 31 |
|
|
2022
Q1 | $3.05M | Sell |
6,730
-115
| -2% | -$52.2K | 0.94% | 33 |
|
|
2021
Q4 | $3.26M | Sell |
6,845
-260
| -4% | -$124K | 1.01% | 35 |
|
|
2021
Q3 | $3.06M | Sell |
7,105
-1,077
| -13% | -$464K | 1.05% | 34 |
|
|
2021
Q2 | $3.52M | Sell |
8,182
-648
| -7% | -$279K | 1.16% | 32 |
|
|
2021
Q1 | $3.51M | Buy |
8,830
+87
| +1% | +$34.6K | 1.27% | 30 |
|
|
2020
Q4 | $3.28M | Hold |
8,743
| – | – | 1.33% | 30 |
|
|
2020
Q3 | $2.94M | Sell |
8,743
-227
| -3% | -$76.3K | 1.31% | 28 |
|
|
2020
Q2 | $2.78M | Sell |
8,970
-114
| -1% | -$35.3K | 1.37% | 24 |
|
|
2020
Q1 | $2.35M | Sell |
9,084
-3,214
| -26% | -$830K | 1.58% | 20 |
|
|
2019
Q4 | $3.98M | Hold |
12,298
| – | – | 1.76% | 19 |
|
|
2019
Q3 | $3.67M | Sell |
12,298
-60
| -0.5% | -$17.9K | 1.82% | 22 |
|
|
2019
Q2 | $3.64M | Buy |
12,358
+5,845
| +90% | +$1.72M | 1.75% | 25 |
|
|
2019
Q1 | $1.85M | Buy |
6,513
+3,630
| +126% | +$1.03M | 0.89% | 33 |
|
|
2018
Q4 | $725K | Buy |
2,883
+60
| +2% | +$15.1K | 0.39% | 50 |
|
|
2018
Q3 | $826K | Hold |
2,823
| – | – | 0.33% | 52 |
|
|
2018
Q2 | $770K | Hold |
2,823
| – | – | 0.31% | 56 |
|
|
2018
Q1 | $749K | Buy |
2,823
+50
| +2% | +$13.3K | 0.28% | 58 |
|
|
2017
Q4 | $745K | Buy |
2,773
+377
| +16% | +$101K | 0.27% | 58 |
|
|
2017
Q3 | $606K | Hold |
2,396
| – | – | 0.24% | 54 |
|
|
2017
Q2 | $583K | Hold |
2,396
| – | – | 0.25% | 57 |
|
|
2017
Q1 | $568K | Buy |
2,396
+91
| +4% | +$21.6K | 0.26% | 54 |
|
|
2016
Q4 | $518K | Buy |
2,305
+111
| +5% | +$24.9K | 0.24% | 54 |
|
|
2016
Q3 | $477K | Buy |
2,194
+694
| +46% | +$151K | 0.15% | 56 |
|
|
2016
Q2 | $315K | Hold |
1,500
| – | – | 0.16% | 60 |
|
|
2016
Q1 | $309K | Hold |
1,500
| – | – | 0.15% | 59 |
|
|
2015
Q4 | $307K | Hold |
1,500
| – | – | 0.12% | 69 |
|
|
2015
Q3 | $289K | Hold |
1,500
| – | – | 0.12% | 71 |
|
|
2015
Q2 | $312K | Hold |
1,500
| – | – | 0.11% | 75 |
|
|
2015
Q1 | $311K | Sell |
1,500
-50
| -3% | -$10.4K | 0.11% | 69 |
|
|
2014
Q4 | $320K | Hold |
1,550
| – | – | 0.12% | 64 |
|
|
2014
Q3 | $307K | Hold |
1,550
| – | – | 0.12% | 62 |
|
|
2014
Q2 | $305K | Hold |
1,550
| – | – | 0.11% | 63 |
|
|
2014
Q1 | $291K | Sell |
1,550
-250
| -14% | -$46.9K | 0.12% | 64 |
|
|
2013
Q4 | $334K | Sell |
1,800
-150
| -8% | -$27.8K | 0.14% | 64 |
|
|
2013
Q3 | $329K | Sell |
1,950
-1,725
| -47% | -$291K | 0.17% | 49 |
|
|
2013
Q2 | $591K | Buy |
+3,675
| New | +$591K | 0.37% | 45 |
|