Hazlett, Burt & Watson’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 | $550K | Sell |
|
|||||
|
2025
Q1 | $593K | Buy |
|
|||||
|
2024
Q4 | $446K | Sell |
|
|||||
|
2024
Q3 | $434K | Buy |
|
|||||
|
2024
Q2 | $357K | Buy |
|
|||||
|
2024
Q1 | $283K | Buy |
|
|||||
|
2023
Q4 | $123K | Sell |
|
|||||
|
2023
Q3 | $125K | Buy |
|
|||||
|
2023
Q2 | $49K | Hold |
|
|||||
|
2023
Q1 | $45K | Hold |
|
|||||
|
2022
Q4 | $42K | Hold |
|
|||||
|
2022
Q3 | $39K | Sell |
|
|||||
|
2022
Q2 | $98K | Buy |
|
|||||
|
2022
Q1 | $112K | Buy |
|