HWM
Horizon Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44M | Buy |
70,932
+69,229
| +4,065% | +$43M | 7.73% | 4 |
|
|
2025
Q1 | $957K | Buy |
1,703
+1
| +0.1% | +$562 | 0.16% | 34 |
|
|
2024
Q4 | $1M | Buy |
+1,702
| New | +$1M | 0.17% | 32 |
|
|
2022
Q2 | – | Sell |
-2,045
| Closed | -$928K | – | 114 |
|
|
2022
Q1 | $928K | Buy |
+2,045
| New | +$928K | 0.29% | 36 |
|