Hassell Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$419K Sell
2025
Q1
$373K Sell
2024
Q4
$425K Hold
2024
Q3
$400K Buy
2024
Q2
$372K Sell
2024
Q1
$354K Buy