Houlihan Financial Resource Group’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
Q3 | $3.6M | Sell |
|
|||||
|
2025
Q2 | $6.51M | Sell |
|
|||||
|
2025
Q1 | $5.9M | Buy |
|
|||||
|
2024
Q4 | $6.18M | Sell |
|
|||||
|
2024
Q3 | $6.13M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $5.61M | Sell |
|
|||||
|
2023
Q4 | $5.11M | Buy |
|
|||||
|
2023
Q3 | $4.54M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $4.39M | Sell |
|
|||||
|
2022
Q4 | $4.24M | Buy |
|
|||||
|
2022
Q3 | $4.06M | Buy |
|
|||||
|
2020
Q3 | $4.03M | Buy |
|
|||||
|
2020
Q1 | $2.92M | Sell |
|
|||||
|
2019
Q4 | $3.68M | Buy |
|