Hill Investment Group 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
Q1 | – | Sell |
-845
| Closed | -$497K | – | 62 |
|
|
2024
Q4 | $497K | Hold |
845
| – | – | 0.07% | 46 |
|
|
2024
Q3 | $463K | Hold |
845
| – | – | 0.06% | 44 |
|
|
2024
Q2 | $470K | Sell |
845
-1
| -0.1% | -$557 | 0.06% | 44 |
|
|
2024
Q1 | $445K | Hold |
846
| – | – | 0.06% | 45 |
|
|
2023
Q4 | $404K | Sell |
846
-214
| -20% | -$102K | 0.06% | 45 |
|
|
2023
Q3 | $455K | Buy |
+1,060
| New | +$455K | 0.08% | 43 |
|