Hopwood 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
2025
Q2
$2.99M Hold
4,811
2.34% 11
2025
Q1
$2.7M Buy
4,811
+14
+0.3% +$7.87K 2.09% 10
2024
Q4
$2.82M Buy
+4,797
New +$2.82M 2.14% 10