HPCM
Hunter Perkins Capital Management’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 | $1.33M | Hold |
2,140
| – | – | 0.31% | 58 |
|
|
2025
Q1 | $1.2M | Buy |
+2,140
| New | +$1.2M | 0.28% | 61 |
|
|
2023
Q3 | – | Sell |
-2,404
| Closed | -$1.07M | – | 130 |
|
|
2023
Q2 | $1.07M | Hold |
2,404
| – | – | 0.23% | 72 |
|
|
2023
Q1 | $988K | Hold |
2,404
| – | – | 0.23% | 63 |
|
|
2022
Q4 | $923K | Buy |
+2,404
| New | +$923K | 0.21% | 57 |
|
|
2022
Q3 | – | Sell |
-2,404
| Closed | -$911K | – | 94 |
|
|
2022
Q2 | $911K | Sell |
2,404
-96
| -4% | -$36.4K | 0.21% | 53 |
|
|
2022
Q1 | $1.13M | Sell |
2,500
-500
| -17% | -$227K | 0.23% | 50 |
|
|
2021
Q4 | $1.43M | Hold |
3,000
| – | – | 0.27% | 43 |
|
|
2021
Q3 | $1.29M | Sell |
3,000
-700
| -19% | -$301K | 0.26% | 43 |
|
|
2021
Q2 | $1.59M | Hold |
3,700
| – | – | 0.3% | 42 |
|
|
2021
Q1 | $1.47M | Hold |
3,700
| – | – | 0.3% | 44 |
|
|
2020
Q4 | $1.39M | Hold |
3,700
| – | – | 0.25% | 70 |
|
|
2020
Q3 | $1.24M | Hold |
3,700
| – | – | 0.32% | 39 |
|
|
2020
Q2 | $1.15M | Buy |
+3,700
| New | +$1.15M | 0.33% | 35 |
|