HL Financial Services’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
2019
Q1
$54.7M Buy
2018
Q4
$47.9M Buy
2018
Q3
$39.4M Sell
2018
Q2
$41.3M Buy
2018
Q1
$36M Buy
2017
Q4
Sell
2017
Q3
$23.1M Sell
2017
Q2
$33.2M Sell
2017
Q1
$33.9M Sell
2016
Q4
$45.1M Buy
2016
Q3
$38.3M Sell
2016
Q2
$37.5M Sell
2016
Q1
$37.7M Buy
2015
Q4
$30M Buy
2015
Q3
$26.2M Sell
2015
Q2
$32.9M Buy
2015
Q1
$29M Sell
2014
Q4
$33.1M Sell
2014
Q3
$34.7M Sell
2014
Q2
$35.1M Sell
2014
Q1
$39.9M Sell
2013
Q4
$42.9M Buy
2013
Q3
$28.5M Sell
2013
Q2
$28.3M Buy