HUB Investment 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
Q2 | $4.65M | Buy |
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|
2025
Q1 | $3.87M | Sell |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $13.5M | Buy |
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|
2024
Q1 | $12.7M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $859K | Sell |
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|
2023
Q1 | $902K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $727K | Buy |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $5.26M | Sell |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.7M | Buy |
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|
2021
Q1 | $785K | Buy |
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|
2020
Q4 | $655K | Buy |
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