HWM
Hassell Wealth 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 | $419K | Sell |
657
-32
| -5% | -$20.4K | 0.15% | 23 |
|
|
2025
Q1 | $373K | Sell |
689
-11
| -2% | -$5.96K | 0.16% | 24 |
|
|
2024
Q4 | $425K | Hold |
700
| – | – | 0.17% | 24 |
|
|
2024
Q3 | $400K | Buy |
700
+18
| +3% | +$10.3K | 0.17% | 25 |
|
|
2024
Q2 | $372K | Sell |
682
-15
| -2% | -$8.17K | 0.17% | 25 |
|
|
2024
Q1 | $354K | Buy |
+697
| New | +$354K | 0.22% | 24 |
|