High Net Worth Advisory Group’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 | $331K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $161K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $74K | Buy |
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