HWM
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Hobbs Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Hobbs Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Hold
413
– – 0.24% 40
2025
Q1 		$232K Sell
413
-55
-12% -$30.9K 0.26% 42
2024
Q4 		$276K Buy
+468
New +$276K 0.31% 33