1 North Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History

1 North Wealth Services’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.2M	Sell
2025 Q1	$5.72M	Sell
2024 Q4	$6.43M	Buy
2019 Q4	$3.39M	Buy
2019 Q3	$3.08M	Buy
2019 Q1	$3.09M	Sell
2018 Q4	$2.98M	Buy