Hoge Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-496
Closed -$237K 54
2023
Q4
$237K Buy
+496
New +$237K 0.24% 40