Narus Financial Partners’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 | $1.94M | Sell |
|
|||||
|
2025
Q1 | $1.76M | Hold |
|
|||||
|
2024
Q4 | $1.84M | Sell |
|
|||||
|
2024
Q3 | $1.86M | Buy |
|
|||||
|
2024
Q2 | $1.74M | Sell |
|
|||||
|
2024
Q1 | $1.77M | Buy |
|
|||||
|
2023
Q4 | $1.47M | Sell |
|
|||||
|
2023
Q3 | $1.58M | Hold |
|
|||||
|
2023
Q2 | $1.64M | Buy |
|
|||||
|
2023
Q1 | $1.5M | Buy |
|
|||||
|
2022
Q4 | $1.39M | Sell |
|
|||||
|
2022
Q3 | $1.52M | Buy |
|
|||||
|
2022
Q2 | $1.6M | Sell |
|
|||||
|
2022
Q1 | $1.96M | Buy |
|
|||||
|
2021
Q1 | $884K | Buy |
|
|||||
|
2019
Q4 | $960K | Sell |
|
|||||
|
2019
Q3 | $996K | Hold |
|
|||||
|
2019
Q2 | $983K | Buy |
|
|||||
|
2017
Q3 | $1.78M | Buy |
|
|||||
|
2017
Q2 | $1.72M | Sell |
|
|||||
|
2017
Q1 | $1.77M | Sell |
|
|||||
|
2016
Q4 | $1.72M | Buy |
|