OHWA
Oak Hill Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
510
| – | – | 0.07% | 121 |
|
|
2025
Q1 | $287K | Buy |
+510
| New | +$287K | 0.07% | 115 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 136 |
|
|
2024
Q3 | – | Sell |
-526
| Closed | -$288K | – | 57 |
|
|
2024
Q2 | $288K | Buy |
+526
| New | +$288K | 0.09% | 88 |
|
|
2024
Q1 | – | Sell |
-526
| Closed | -$251K | – | 49 |
|
|
2023
Q4 | $251K | Hold |
526
| – | – | 0.09% | 94 |
|
|
2023
Q3 | $226K | Hold |
526
| – | – | 0.09% | 95 |
|
|
2023
Q2 | $234K | Buy |
+526
| New | +$234K | 0.09% | 99 |
|
|
2023
Q1 | – | Sell |
-567
| Closed | -$218K | – | 106 |
|
|
2022
Q4 | $218K | Buy |
+567
| New | +$218K | 0.09% | 99 |
|