HIA
HTG Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-503
| Closed | -$264K | – | 62 |
|
|
2024
Q1 | $264K | Sell |
503
-54
| -10% | -$28.4K | 0.15% | 55 |
|
|
2023
Q4 | $266K | Buy |
557
+62
| +13% | +$29.6K | 0.17% | 52 |
|
|
2023
Q3 | $213K | Sell |
495
-171
| -26% | -$73.4K | 0.17% | 51 |
|
|
2023
Q2 | $297K | Hold |
666
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $274K | Sell |
666
-144
| -18% | -$59.2K | 0.25% | 43 |
|
|
2022
Q4 | $311K | Buy |
+810
| New | +$311K | 0.31% | 39 |
|