Hemington 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 | $4.18M | Buy |
|
|||||
|
2025
Q1 | $3.78M | Sell |
|
|||||
|
2024
Q4 | $4.05M | Buy |
|
|||||
|
2024
Q3 | $3.61M | Buy |
|
|||||
|
2024
Q2 | $3.09M | Buy |
|
|||||
|
2024
Q1 | $2.93M | Buy |
|
|||||
|
2023
Q4 | $2.45M | Sell |
|
|||||
|
2023
Q3 | $2.21M | Buy |
|
|||||
|
2023
Q2 | $2.26M | Buy |
|
|||||
|
2023
Q1 | $1.72M | Sell |
|
|||||
|
2022
Q4 | $1.61M | Sell |
|
|||||
|
2022
Q3 | $1.85M | Sell |
|
|||||
|
2022
Q2 | $1.96M | Sell |
|
|||||
|
2022
Q1 | $2.37M | Buy |
|
|||||
|
2021
Q4 | $1.68M | Sell |
|
|||||
|
2021
Q3 | $2.36M | Buy |
|
|||||
|
2021
Q2 | $2.14M | Buy |
|
|||||
|
2021
Q1 | $1.92M | Buy |
|
|||||
|
2020
Q4 | $1.68M | Buy |
|