Hibernia Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
2,120
+1,106
| +109% | +$687K | 0.43% | 23 |
|
|
2025
Q1 | $570K | Sell |
1,014
-5
| -0.5% | -$2.81K | 0.41% | 23 |
|
|
2024
Q4 | $600K | Sell |
1,019
-1,576
| -61% | -$928K | 0.39% | 28 |
|
|
2024
Q3 | $1.5M | Sell |
2,595
-57
| -2% | -$32.9K | 0.45% | 26 |
|
|
2024
Q2 | $1.45M | Buy |
2,652
+1,694
| +177% | +$927K | 0.51% | 23 |
|
|
2024
Q1 | $504K | Buy |
+958
| New | +$504K | 0.34% | 40 |
|
|
2023
Q4 | – | Sell |
-126
| Closed | -$54.3K | – | 200 |
|
|
2023
Q3 | $54.3K | Buy |
+126
| New | +$54.3K | 0.04% | 85 |
|