Hunter Perkins Capital 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 | $1.43M | Hold |
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|
2025
Q2 | $1.33M | Hold |
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|
2025
Q1 | $1.2M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $988K | Hold |
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|
2022
Q4 | $923K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $911K | Sell |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.47M | Hold |
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|
2020
Q4 | $1.39M | Hold |
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|
2020
Q3 | $1.24M | Hold |
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|
2020
Q2 | $1.15M | Buy |
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