NEIRG Wealth Management’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
2023
Q3
Sell
2023
Q2
$606K Buy
2023
Q1
$557K Buy
2022
Q4
$501K Hold
2022
Q3
$468K Buy
2022
Q2
$461K Hold
2022
Q1
$551K Hold
2021
Q4
$580K Buy