Hyperion Partners’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
2024
Q3
$213K Buy
2024
Q2
Sell
2024
Q1
$1.25M Buy
2023
Q4
$1.05M Buy
2023
Q3
$733K Buy
2023
Q2
$420K Hold
2023
Q1
$387K Buy
2022
Q4
$362K Buy