Navalign LLC’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 | $815K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $839K | Sell |
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|
2024
Q2 | $944K | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $2.39M | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $808K | Sell |
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|
2021
Q3 | $767K | Sell |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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