HGA
Hobbs Group Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,060
| Closed | -$624K | – | 153 |
|
|
2024
Q4 | $624K | Buy |
1,060
+25
| +2% | +$14.7K | 0.23% | 78 |
|
|
2024
Q3 | $597K | Buy |
1,035
+81
| +8% | +$46.7K | 0.21% | 75 |
|
|
2024
Q2 | $522K | Buy |
+954
| New | +$522K | 0.2% | 82 |
|
|
2023
Q4 | $456K | Buy |
+954
| New | +$456K | 0.2% | 78 |
|