HT Partners’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 | $291K | Hold |
468
| – | – | 0.09% | 43 |
|
|
2025
Q1 | $263K | Hold |
468
| – | – | 0.09% | 43 |
|
|
2024
Q4 | $276K | Hold |
468
| – | – | 0.09% | 42 |
|
|
2024
Q3 | $270K | Hold |
468
| – | – | 0.1% | 43 |
|
|
2024
Q2 | $256K | Hold |
468
| – | – | 0.09% | 42 |
|
|
2024
Q1 | $246K | Hold |
468
| – | – | 0.09% | 45 |
|
|
2023
Q4 | $224K | Hold |
468
| – | – | 0.09% | 48 |
|
|
2023
Q3 | $201K | Hold |
468
| – | – | 0.06% | 49 |
|
|
2023
Q2 | $209K | Buy |
+468
| New | +$209K | 0.06% | 48 |
|