Navis Wealth Advisors’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 | $1.7M | Buy |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $372K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.28M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.69M | Hold |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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