HBW Advisory Services’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 | $3.18M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.01M | Buy |
|
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.49M | Buy |
|
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $4.21M | Buy |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.45M | Buy |
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