Hollow Brook Wealth Management’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
Q2 | $4.63M | Sell |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.35M | Hold |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $3.94M | Hold |
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|
2023
Q4 | $3.58M | Hold |
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|
2023
Q3 | $3.22M | Sell |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $3.16M | Hold |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.9M | Hold |
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|
2022
Q1 | $3.46M | Hold |
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|
2021
Q4 | $3.64M | Hold |
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|
2021
Q3 | $3.29M | Hold |
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|
2021
Q2 | $3.28M | Hold |
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|
2021
Q1 | $3.04M | Hold |
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|
2020
Q4 | $2.87M | Hold |
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|
2020
Q3 | $2.57M | Hold |
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|
2020
Q2 | $2.37M | Hold |
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|
2020
Q1 | $1.97M | Hold |
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|
2019
Q4 | $2.47M | Hold |
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|
2019
Q3 | $2.28M | Hold |
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|
2019
Q2 | $2.25M | Hold |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $1.95M | Hold |
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|
2018
Q3 | $2.27M | Sell |
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|
2018
Q2 | $2.13M | Buy |
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|
2018
Q1 | $2.04M | Sell |
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|
2017
Q4 | $2.09M | Buy |
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