HFA
Hoover Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $960K | Buy |
2,233
+16
| +0.7% | +$6.88K | 0.17% | 57 |
|
|
2021
Q1 | $922K | Buy |
2,217
+153
| +7% | +$63.6K | 0.17% | 53 |
|
|
2020
Q4 | $784K | Buy |
2,064
+278
| +16% | +$106K | 0.2% | 45 |
|
|
2020
Q3 | $600K | Sell |
1,786
-31
| -2% | -$10.4K | 0.2% | 45 |
|
|
2020
Q2 | $563K | Sell |
1,817
-13
| -0.7% | -$4.03K | 0.22% | 43 |
|
|
2020
Q1 | $473K | Sell |
1,830
-467
| -20% | -$121K | 0.26% | 37 |
|
|
2019
Q4 | $743K | Buy |
2,297
+56
| +2% | +$18.1K | 0.36% | 35 |
|
|
2019
Q3 | $669K | Buy |
2,241
+546
| +32% | +$163K | 0.6% | 20 |
|
|
2019
Q2 | $499K | Buy |
1,695
+1
| +0.1% | +$294 | 0.46% | 29 |
|
|
2019
Q1 | $482K | Hold |
1,694
| – | – | 0.46% | 29 |
|
|
2018
Q4 | $426K | Buy |
+1,694
| New | +$426K | 0.47% | 32 |
|