HI
Hudock Inc’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4M | Buy |
124,660
+502
| +0.4% | +$312K | 12.44% | 1 |
|
|
2025
Q1 | $69.8M | Sell |
124,158
-204
| -0.2% | -$115K | 12.2% | 1 |
|
|
2024
Q4 | $73.2M | Sell |
124,362
-870
| -0.7% | -$512K | 12.79% | 1 |
|
|
2024
Q3 | $72.2M | Buy |
125,232
+429
| +0.3% | +$247K | 12.48% | 1 |
|
|
2024
Q2 | $68.3M | Buy |
124,803
+3,932
| +3% | +$2.15M | 12.73% | 1 |
|
|
2024
Q1 | $63.5M | Sell |
120,871
-1,142
| -0.9% | -$600K | 14% | 1 |
|
|
2023
Q4 | $58.3M | Buy |
122,013
+3,800
| +3% | +$1.82M | 12.49% | 1 |
|
|
2023
Q3 | $50.8M | Buy |
118,213
+3,518
| +3% | +$1.51M | 12.11% | 1 |
|
|
2023
Q2 | $51.1M | Sell |
114,695
-2,818
| -2% | -$1.26M | 12.11% | 1 |
|
|
2023
Q1 | $48.3M | Buy |
117,513
+48,129
| +69% | +$19.8M | 11.86% | 1 |
|
|
2022
Q4 | $26.7M | Buy |
69,384
+115
| +0.2% | +$44.2K | 9.11% | 1 |
|
|
2022
Q3 | $24.8M | Buy |
69,269
+2,177
| +3% | +$781K | 8.39% | 1 |
|
|
2022
Q2 | $25.4M | Buy |
67,092
+655
| +1% | +$248K | 8.5% | 1 |
|
|
2022
Q1 | $30.1M | Buy |
66,437
+2,902
| +5% | +$1.32M | 8.37% | 1 |
|
|
2021
Q4 | $30.3M | Buy |
63,535
+699
| +1% | +$333K | 8.53% | 1 |
|
|
2021
Q3 | $27.1M | Buy |
62,836
+450
| +0.7% | +$194K | 8.15% | 1 |
|
|
2021
Q2 | $26.8M | Buy |
62,386
+1,484
| +2% | +$638K | 7.98% | 1 |
|
|
2021
Q1 | $24.2M | Sell |
60,902
-2,938
| -5% | -$1.17M | 7.59% | 1 |
|
|
2020
Q4 | $24M | Buy |
63,840
+1,989
| +3% | +$747K | 7.8% | 1 |
|
|
2020
Q3 | $20.8M | Buy |
61,851
+1,162
| +2% | +$390K | 7.69% | 1 |
|
|
2020
Q2 | $18.8M | Buy |
60,689
+654
| +1% | +$203K | 6.86% | 1 |
|
|
2020
Q1 | $15.5M | Buy |
60,035
+2,386
| +4% | +$617K | 6.1% | 1 |
|
|
2019
Q4 | $18.8M | Sell |
57,649
-307
| -0.5% | -$100K | 6.25% | 1 |
|
|
2019
Q3 | $17.3M | Buy |
57,956
+263
| +0.5% | +$78.5K | 6.13% | 2 |
|
|
2019
Q2 | $17M | Sell |
57,693
-214
| -0.4% | -$63.1K | 6.15% | 2 |
|
|
2019
Q1 | $16.5M | Sell |
57,907
-845
| -1% | -$240K | 5.95% | 4 |
|
|
2018
Q4 | $14.7M | Buy |
58,752
+609
| +1% | +$152K | 6.09% | 1 |
|
|
2018
Q3 | $17M | Buy |
58,143
+2
| +0% | +$585 | 6.6% | 3 |
|
|
2018
Q2 | $15.9M | Buy |
58,141
+81
| +0.1% | +$22.1K | 6.32% | 3 |
|
|
2018
Q1 | $15.4M | Sell |
58,060
-4,740
| -8% | -$1.26M | 6.4% | 4 |
|
|
2017
Q4 | $16.9M | Buy |
62,800
+1,264
| +2% | +$340K | 7.37% | 3 |
|
|
2017
Q3 | $15.6M | Buy |
61,536
+3,743
| +6% | +$947K | 7.29% | 3 |
|
|
2017
Q2 | $14.1M | Buy |
57,793
+180
| +0.3% | +$43.8K | 7.26% | 2 |
|
|
2017
Q1 | $13.7M | Sell |
57,613
-5,340
| -8% | -$1.27M | 7.32% | 1 |
|
|
2016
Q4 | $14.2M | Sell |
62,953
-4,604
| -7% | -$1.04M | 8.01% | 1 |
|
|
2016
Q3 | $14.7M | Sell |
67,557
-736
| -1% | -$160K | 8.32% | 3 |
|
|
2016
Q2 | $14.4M | Buy |
68,293
+388
| +0.6% | +$81.7K | 7.84% | 4 |
|
|
2016
Q1 | $14M | Sell |
67,905
-9,196
| -12% | -$1.9M | 7.76% | 5 |
|
|
2015
Q4 | $15.8M | Buy |
77,101
+559
| +0.7% | +$115K | 7.03% | 2 |
|
|
2015
Q3 | $14.8M | Sell |
76,542
-31
| -0% | -$5.97K | 6.92% | 3 |
|
|
2015
Q2 | $15.9M | Buy |
76,573
+4,403
| +6% | +$912K | 7.24% | 3 |
|
|
2015
Q1 | $15M | Buy |
72,170
+3,052
| +4% | +$634K | 6.65% | 6 |
|
|
2014
Q4 | $14.3M | Buy |
69,118
+21,575
| +45% | +$4.46M | 6.59% | 5 |
|
|
2014
Q3 | $9.43M | Buy |
+47,543
| New | +$9.43M | 5.82% | 3 |
|