HB 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
Q3 | $139M | Buy |
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|
2025
Q2 | $125M | Buy |
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|
2025
Q1 | $113M | Buy |
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|
2024
Q4 | $106M | Buy |
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|
2024
Q3 | $103M | Buy |
|
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|
2024
Q2 | $94.4M | Buy |
|
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|
2024
Q1 | $60.4M | Buy |
|
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|
2023
Q4 | $53.5M | Buy |
|
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|
2023
Q3 | $20.8M | Buy |
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|
2023
Q2 | $20.8M | Buy |
|
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|
2023
Q1 | $19.1M | Sell |
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|
2022
Q4 | $19.5M | Buy |
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|
2022
Q3 | $17M | Sell |
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|
2022
Q2 | $18.9M | Buy |
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|
2022
Q1 | $18.9M | Buy |
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|
2021
Q4 | $18.6M | Buy |
|