Hofer & Associates’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 | $655K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $616K | Sell |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $512K | Hold |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $457K | Hold |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $520K | Buy |
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