Howard Capital Management 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 | $556K | Sell |
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|
2025
Q2 | $568K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $446K | Hold |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $505K | Hold |
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|
2021
Q3 | $456K | Hold |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $432K | Buy |
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