Hummer Financial Advisory Services’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
Q3 | $1.81M | Hold |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $948K | Hold |
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|
2024
Q3 | $929K | Hold |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $886K | Buy |
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|
2023
Q4 | $769K | Hold |
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|
2023
Q3 | $695K | Sell |
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|
2023
Q2 | $733K | Hold |
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|
2023
Q1 | $676K | Hold |
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|
2022
Q4 | $632K | Hold |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $746K | Hold |
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|
2021
Q4 | $785K | Hold |
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|
2021
Q3 | $709K | Hold |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $654K | Hold |
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|
2020
Q4 | $618K | Hold |
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|
2020
Q3 | $553K | Hold |
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|
2020
Q2 | $509K | Hold |
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|
2020
Q1 | $425K | Buy |
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