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McHugh Group’s iShares Core S&P 500 ETF IVV Stock Holding History

McHugh Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Hold
1,644
– – 0.68% 27
2025
Q1 		$924K Sell
1,644
-323
-16% -$182K 0.7% 26
2024
Q4 		$1.16M Buy
+1,967
New +$1.16M 0.86% 22