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Holderness Investments Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Holderness Investments Company’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$530K Hold
854
– – 0.11% 150
2025
Q1 		$480K Hold
854
– – 0.11% 154
2024
Q4 		$503K Sell
854
-506
-37% -$298K 0.11% 151
2024
Q3 		$785K Buy
+1,360
New +$785K 0.17% 120