Nauset Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$7.05M Buy
15,538
+4,091
+36% +$1.86M 5.61% 4
2021
Q4
$5.46M Buy
+11,447
New +$5.46M 5.2% 7