HWA
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Hillcrest Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Hillcrest Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$351K Hold
566
– – 0.17% 38
2025
Q1 		$318K Hold
566
– – 0.16% 40
2024
Q4 		$333K Hold
566
– – 0.16% 42
2024
Q3 		$326K Buy
566
+191
+51% +$110K 0.16% 39
2024
Q2 		$205K Buy
+375
New +$205K 0.11% 45