HWM
HRC 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 | $719K | Buy |
1,158
+4
| +0.3% | +$2.48K | 0.38% | 23 |
|
|
2025
Q1 | $649K | Buy |
1,154
+237
| +26% | +$133K | 0.4% | 21 |
|
|
2024
Q4 | $540K | Buy |
917
+345
| +60% | +$203K | 0.32% | 26 |
|
|
2024
Q3 | $330K | Buy |
572
+3
| +0.5% | +$1.73K | 0.21% | 31 |
|
|
2024
Q2 | $312K | Buy |
569
+1
| +0.2% | +$548 | 0.21% | 31 |
|
|
2024
Q1 | $298K | Buy |
+568
| New | +$298K | 0.22% | 30 |
|