Howard Capital Management Group’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 | $568K | Buy |
915
+66
| +8% | +$41K | 0.04% | 79 |
|
|
2025
Q1 | $477K | Buy |
849
+16
| +2% | +$8.99K | 0.04% | 81 |
|
|
2024
Q4 | $490K | Hold |
833
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $481K | Hold |
833
| – | – | 0.03% | 87 |
|
|
2024
Q2 | $456K | Sell |
833
-1
| -0.1% | -$547 | 0.03% | 86 |
|
|
2024
Q1 | $438K | Sell |
834
-100
| -11% | -$52.5K | 0.03% | 86 |
|
|
2023
Q4 | $446K | Hold |
934
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $401K | Buy |
934
+1
| +0.1% | +$429 | 0.04% | 75 |
|
|
2023
Q2 | $416K | Sell |
933
-213
| -19% | -$95K | 0.04% | 73 |
|
|
2023
Q1 | $471K | Hold |
1,146
| – | – | 0.05% | 70 |
|
|
2022
Q4 | $440K | Buy |
1,146
+75
| +7% | +$28.8K | 0.05% | 65 |
|
|
2022
Q3 | $384K | Hold |
1,071
| – | – | 0.05% | 70 |
|
|
2022
Q2 | $406K | Sell |
1,071
-15
| -1% | -$5.69K | 0.05% | 70 |
|
|
2022
Q1 | $493K | Buy |
1,086
+28
| +3% | +$12.7K | 0.04% | 68 |
|
|
2021
Q4 | $505K | Hold |
1,058
| – | – | 0.04% | 74 |
|
|
2021
Q3 | $456K | Hold |
1,058
| – | – | 0.04% | 74 |
|
|
2021
Q2 | $455K | Sell |
1,058
-28
| -3% | -$12K | 0.04% | 72 |
|
|
2021
Q1 | $432K | Buy |
+1,086
| New | +$432K | 0.05% | 68 |
|