HWG Holdings’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 | $44.2M | Sell |
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|
2025
Q2 | $44.4M | Buy |
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|
2025
Q1 | $32.2M | Sell |
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|
2024
Q4 | $50.5M | Sell |
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|
2024
Q3 | $54.7M | Sell |
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|
2024
Q2 | $75.4M | Buy |
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|
2023
Q4 | $80.4M | Sell |
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|
2023
Q3 | $87.2M | Buy |
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|
2023
Q2 | $58.8M | Buy |
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|
2023
Q1 | $51.7M | Sell |
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|
2022
Q4 | $64.4M | Sell |
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|
2022
Q3 | $70.7M | Buy |
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|
2022
Q1 | $99.4M | Buy |
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|
2021
Q4 | $31.7M | Buy |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $3.12M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2019
Q4 | $28.8M | Sell |
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|
2019
Q3 | $29.2M | Buy |
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|
2019
Q2 | $8.7M | Sell |
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|
2019
Q1 | $13M | Buy |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $7.03M | Sell |
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|
2018
Q2 | $14.6M | Sell |
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|
2018
Q1 | $20.7M | Sell |
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|
2017
Q4 | $22.7M | Buy |
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|
2017
Q3 | $13.7M | Sell |
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|
2017
Q2 | $47.5M | Buy |
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|
2017
Q1 | $7.85M | Sell |
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|
2016
Q4 | $11.5M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $28.7M | Buy |
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