HTG Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

HTG Investment Advisors’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.86M	Buy
2024 Q2	–	Sell
2024 Q1	$264K	Sell
2023 Q4	$266K	Buy
2023 Q3	$213K	Sell
2023 Q2	$297K	Hold
2023 Q1	$274K	Sell
2022 Q4	$311K	Buy