HWA
HHM Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
3,597
-541
| -13% | -$336K | 0.27% | 34 |
|
|
2025
Q1 | $2.32M | Sell |
4,138
-23
| -0.6% | -$12.9K | 0.31% | 29 |
|
|
2024
Q4 | $2.45M | Buy |
4,161
+2,150
| +107% | +$1.27M | 0.33% | 27 |
|
|
2024
Q3 | $1.16M | Sell |
2,011
-1,295
| -39% | -$747K | 0.16% | 56 |
|
|
2024
Q2 | $1.81M | Sell |
3,306
-217
| -6% | -$119K | 0.27% | 34 |
|
|
2024
Q1 | $1.85M | Buy |
3,523
+566
| +19% | +$298K | 0.3% | 29 |
|
|
2023
Q4 | $1.41M | Sell |
2,957
-19
| -0.6% | -$9.08K | 0.25% | 35 |
|
|
2023
Q3 | $1.28M | Sell |
2,976
-734
| -20% | -$315K | 0.25% | 33 |
|
|
2023
Q2 | $1.65M | Buy |
3,710
+1,276
| +52% | +$569K | 0.31% | 30 |
|
|
2023
Q1 | $1M | Buy |
2,434
+626
| +35% | +$257K | 0.2% | 38 |
|
|
2022
Q4 | $695K | Buy |
1,808
+521
| +40% | +$200K | 0.16% | 52 |
|
|
2022
Q3 | $462K | Sell |
1,287
-581
| -31% | -$209K | 0.12% | 63 |
|
|
2022
Q2 | $708K | Hold |
1,868
| – | – | 0.18% | 48 |
|
|
2022
Q1 | $847K | Sell |
1,868
-37
| -2% | -$16.8K | 0.2% | 42 |
|
|
2021
Q4 | $909K | Hold |
1,905
| – | – | 0.22% | 38 |
|
|
2021
Q3 | $821K | Buy |
1,905
+65
| +4% | +$28K | 0.22% | 39 |
|
|
2021
Q2 | $791K | Hold |
1,840
| – | – | 0.22% | 40 |
|
|
2021
Q1 | $732K | Sell |
1,840
-68
| -4% | -$27.1K | 0.23% | 39 |
|
|
2020
Q4 | $716K | Sell |
1,908
-43
| -2% | -$16.1K | 0.25% | 36 |
|
|
2020
Q3 | $656K | Buy |
1,951
+161
| +9% | +$54.1K | 0.26% | 33 |
|
|
2020
Q2 | $554K | Buy |
1,790
+125
| +8% | +$38.7K | 0.23% | 37 |
|
|
2020
Q1 | $430K | Buy |
1,665
+581
| +54% | +$150K | 0.21% | 44 |
|
|
2019
Q4 | $363K | Buy |
1,084
+406
| +60% | +$136K | 0.17% | 53 |
|
|
2019
Q3 | $202K | Buy |
+678
| New | +$202K | 0.11% | 72 |
|