HKIMG
Hutchens & Kramer Investment Management Group’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 | $2.57M | Sell |
4,137
-127
| -3% | -$78.8K | 1.18% | 20 |
|
|
2025
Q1 | $2.4M | Sell |
4,264
-2,505
| -37% | -$1.41M | 1.32% | 18 |
|
|
2024
Q4 | $3.98M | Sell |
6,769
-1,550
| -19% | -$912K | 2.16% | 9 |
|
|
2024
Q3 | $4.75M | Buy |
8,319
+2,087
| +33% | +$1.19M | 2.64% | 7 |
|
|
2024
Q2 | $3.42M | Sell |
6,232
-2,869
| -32% | -$1.57M | 1.89% | 9 |
|
|
2024
Q1 | $4.78M | Buy |
9,101
+2,465
| +37% | +$1.29M | 2.83% | 7 |
|
|
2023
Q4 | $3.17M | Buy |
6,636
+602
| +10% | +$288K | 2.23% | 9 |
|
|
2023
Q3 | $2.59M | Buy |
6,034
+432
| +8% | +$185K | 2.06% | 9 |
|
|
2023
Q2 | $2.5M | Buy |
5,602
+1,409
| +34% | +$628K | 2% | 10 |
|
|
2023
Q1 | $1.72M | Buy |
4,193
+1,547
| +58% | +$636K | 1.49% | 16 |
|
|
2022
Q4 | $1.02M | Buy |
2,646
+278
| +12% | +$107K | 0.75% | 36 |
|
|
2022
Q3 | $872K | Buy |
2,368
+220
| +10% | +$81K | 0.71% | 32 |
|
|
2022
Q2 | $823K | Sell |
2,148
-306
| -12% | -$117K | 0.61% | 38 |
|
|
2022
Q1 | $1.12M | Sell |
2,454
-2
| -0.1% | -$910 | 0.62% | 42 |
|
|
2021
Q4 | $1.11M | Buy |
+2,456
| New | +$1.11M | 0.7% | 38 |
|