Mountain Hill Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.2M Buy
16,481
+1,338
+9% +$831K 8.59% 1
2025
Q1
$8.51M Buy
15,143
+643
+4% +$361K 8.31% 1
2024
Q4
$8.54M Buy
+14,500
New +$8.54M 8.69% 1