KHC
Koesten Hirschmann & Crabtree’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 | $4.25M | Buy |
6,852
+1,282
| +23% | +$796K | 2.2% | 7 |
|
|
2025
Q1 | $3.13M | Hold |
5,570
| – | – | 1.8% | 8 |
|
|
2024
Q4 | $3.28M | Sell |
5,570
-100
| -2% | -$58.9K | 1.88% | 9 |
|
|
2024
Q3 | $3.27M | Sell |
5,670
-619
| -10% | -$357K | 1.91% | 9 |
|
|
2024
Q2 | $3.31M | Hold |
6,289
| – | – | 2.12% | 9 |
|
|
2024
Q1 | $3.31M | Sell |
6,289
-250
| -4% | -$131K | 2.12% | 9 |
|
|
2023
Q4 | $3.12M | Buy |
6,539
+346
| +6% | +$165K | 2.17% | 9 |
|
|
2023
Q3 | $2.66M | Sell |
6,193
-27
| -0.4% | -$11.6K | 2.08% | 8 |
|
|
2023
Q2 | $2.77M | Sell |
6,220
-268
| -4% | -$119K | 2.1% | 7 |
|
|
2023
Q1 | $2.67M | Buy |
6,488
+63
| +1% | +$25.9K | 2.05% | 9 |
|
|
2022
Q4 | $2.47M | Buy |
+6,425
| New | +$2.47M | 2.03% | 9 |
|