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

Navigoe Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.69M Buy
9,163
+3,688
+67% +$2.29M 4.29% 8
2025
Q1 		$3.08M Buy
5,475
+5,409
+8,195% +$3.04M 2.66% 13
2024
Q4 		$38K Buy
+66
New +$38K 0.04% 69