Ownership history in Hardy Reed LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Hardy Reed LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,495 | +100 | +0.4% | 1.25% | $17.5M | $683.12 |
| 2025 Q3 | REDUCED | 25,395 | -214 | -0.8% | 1.25% | $17.0M | $665.17 |
| 2025 Q2 | REDUCED | 25,609 | -150 | -0.6% | 1.27% | $15.9M | $615.21 |
| 2025 Q1 | REDUCED | 25,759 | -255 | -1.0% | 1.28% | $14.5M | $555.02 |
| 2024 Q4 | REDUCED | 26,014 | -325 | -1.2% | 1.35% | $15.3M | $579.67 |
| 2024 Q3 | REDUCED | 26,339 | -156 | -0.6% | 1.36% | $15.2M | $566.00 |
| 2024 Q2 | ADDED | 26,495 | +249 | +0.9% | 1.46% | $14.5M | $534.89 |
| 2024 Q1 | REDUCED | 26,246 | -1,835 | -6.5% | 1.71% | $13.8M | $512.33 |
| 2023 Q4 | REDUCED | 28,081 | -7,336 | -20.7% | 1.82% | $13.4M | $463.98 |
| 2023 Q3 | REDUCED | 35,417 | -109 | -0.3% | 2.76% | $15.2M | $415.48 |
As of 2025 Q4 — sorted by position size