HA
HYA Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.95M | Buy |
10,412
+571
| +6% | +$217K | 1.55% | 22 |
|
|
2022
Q1 | $4.47M | Buy |
9,841
+1,525
| +18% | +$692K | 1.55% | 22 |
|
|
2021
Q4 | $3.97M | Buy |
8,316
+294
| +4% | +$140K | 1.42% | 21 |
|
|
2021
Q3 | $3.5M | Sell |
8,022
-464
| -5% | -$202K | 1.41% | 24 |
|
|
2021
Q2 | $3.65M | Buy |
8,486
+396
| +5% | +$170K | 1.53% | 22 |
|
|
2021
Q1 | $3.22M | Buy |
8,090
+1,066
| +15% | +$424K | 1.52% | 21 |
|
|
2020
Q4 | $2.64M | Buy |
7,024
+659
| +10% | +$247K | 1.4% | 20 |
|
|
2020
Q3 | $2.14M | Buy |
6,365
+701
| +12% | +$236K | 1.29% | 21 |
|
|
2020
Q2 | $1.75M | Buy |
5,664
+215
| +4% | +$66.6K | 1.15% | 22 |
|
|
2020
Q1 | $1.41M | Buy |
5,449
+1,448
| +36% | +$374K | 1.16% | 22 |
|
|
2019
Q4 | $1.29M | Buy |
+4,001
| New | +$1.29M | 0.83% | 26 |
|