NBZ Investment Advisors’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
2025
Q2
$867K Hold
1,397
0.49% 29
2025
Q1
$785K Hold
1,397
0.45% 28
2024
Q4
$822K Buy
+1,397
New +$822K 0.46% 23