Hunter Associates Investment Management’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 | $695K | Sell |
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|
2025
Q2 | $655K | Hold |
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|
2025
Q1 | $592K | Sell |
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|
2024
Q4 | $655K | Buy |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $433K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $488K | Sell |
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|
2013
Q4 | $667K | Hold |
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|
2013
Q3 | $607K | Hold |
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|
2013
Q2 | $578K | Buy |
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