HT Partners’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
$313K Hold
2025
Q2
$291K Hold
2025
Q1
$263K Hold
2024
Q4
$276K Hold
2024
Q3
$270K Hold
2024
Q2
$256K Hold
2024
Q1
$246K Hold
2023
Q4
$224K Hold
2023
Q3
$201K Hold
2023
Q2
$209K Buy