N.E.W. Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $728K | Buy |
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|
2024
Q3 | $700K | Sell |
|
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|
2024
Q2 | $927K | Buy |
|
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|
2024
Q1 | $875K | Buy |
|
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|
2023
Q4 | $744K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $909K | Sell |
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|
2023
Q1 | $1.07M | Hold |
|
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|
2022
Q4 | $1M | Buy |
|
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.56M | Buy |
|
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.95M | Buy |
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|
2020
Q3 | $216K | Buy |
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|
2019
Q4 | $795K | Buy |
|