HHM Wealth Advisors’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 | $2.23M | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $708K | Hold |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $909K | Hold |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $791K | Hold |
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|
2021
Q1 | $732K | Sell |
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|
2020
Q4 | $716K | Sell |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $554K | Buy |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $202K | Buy |
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