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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$351K	Hold
2025 Q1	$318K	Hold
2024 Q4	$333K	Hold
2024 Q3	$326K	Buy
2024 Q2	$205K	Buy