HWMG
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Hurlow Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Hurlow Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$219K Buy
+352
New +$219K 0.06% 120
2025
Q1 		– Sell
-352
Closed -$207K – 124
2024
Q4 		$207K Hold
352
– – 0.06% 118
2024
Q3 		$203K Buy
+352
New +$203K 0.06% 117