Hiley Hunt Wealth Management’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 | $367K | Buy |
588
+1
| +0.2% | +$624 | 0.19% | 35 |
|
|
2025
Q1 | $331K | Buy |
587
+2
| +0.3% | +$1.13K | 0.18% | 35 |
|
|
2024
Q4 | $344K | Buy |
585
+67
| +13% | +$39.5K | 0.19% | 33 |
|
|
2024
Q3 | $299K | Buy |
518
+2
| +0.4% | +$1.15K | 0.17% | 33 |
|
|
2024
Q2 | $283K | Buy |
516
+1
| +0.2% | +$547 | 0.17% | 33 |
|
|
2024
Q1 | $271K | Buy |
515
+2
| +0.4% | +$1.05K | 0.18% | 33 |
|
|
2023
Q4 | $245K | Buy |
+513
| New | +$245K | 0.18% | 32 |
|