RZH
Relyea Zuckerberg Hanson’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 | $2.11M | Buy |
3,405
+1,569
| +85% | +$974K | 0.25% | 65 |
|
|
2025
Q1 | $1.03M | Hold |
1,836
| – | – | 0.14% | 90 |
|
|
2024
Q4 | $1.08M | Buy |
1,836
+114
| +7% | +$67.1K | 0.15% | 88 |
|
|
2024
Q3 | $993K | Hold |
1,722
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $942K | Buy |
1,722
+85
| +5% | +$46.5K | 0.16% | 80 |
|
|
2024
Q1 | $861K | Sell |
1,637
-44
| -3% | -$23.1K | 0.15% | 78 |
|
|
2023
Q4 | $803K | Buy |
1,681
+70
| +4% | +$33.4K | 0.16% | 82 |
|
|
2023
Q3 | $692K | Buy |
1,611
+1,076
| +201% | +$462K | 0.16% | 82 |
|
|
2023
Q2 | $238K | Hold |
535
| – | – | 0.05% | 175 |
|
|
2023
Q1 | $220K | Buy |
+535
| New | +$220K | 0.05% | 172 |
|
|
2022
Q2 | – | Sell |
-4,149
| Closed | -$1.85M | – | 147 |
|
|
2022
Q1 | $1.85M | Buy |
4,149
+366
| +10% | +$163K | 0.61% | 26 |
|
|
2021
Q4 | $1.66M | Buy |
+3,783
| New | +$1.66M | 0.6% | 28 |
|