Hutchens & Kramer Investment Management Group’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
Q2 | $2.57M | Sell |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $3.98M | Sell |
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|
2024
Q3 | $4.75M | Buy |
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|
2024
Q2 | $3.42M | Sell |
|
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2.59M | Buy |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $872K | Buy |
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|
2022
Q2 | $823K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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