National Wealth Management Group’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
Q3 | $11.6M | Buy |
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|
2025
Q2 | $8.85M | Buy |
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|
2025
Q1 | $7.44M | Buy |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $6.3M | Buy |
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $3.87M | Buy |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $946K | Sell |
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|
2021
Q4 | $1.2M | Buy |
|