HFA
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Highland Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Highland Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Hold
684
– – 0.14% 41
2025
Q1 		$384K Hold
684
– – 0.14% 40
2024
Q4 		$403K Buy
684
+125
+22% +$73.6K 0.14% 40
2024
Q3 		$322K Buy
+559
New +$322K 0.11% 37