Hilltop Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.3M | Buy |
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|
2025
Q2 | $21.7M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $19.9M | Sell |
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|
2024
Q2 | $19.2M | Sell |
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|
2024
Q1 | $18.7M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $16.8M | Sell |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $17.8M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $380K | Buy |
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