Nemes Rush Group’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
$3.35M Sell
5,389
-3,575
-40% -$2.22M 0.36% 57
2025
Q1
$5.04M Sell
8,964
-10
-0.1% -$5.62K 0.64% 42
2024
Q4
$5.28M Buy
8,974
+570
+7% +$336K 0.65% 43
2024
Q3
$4.42M Buy
8,404
+1,264
+18% +$665K 0.64% 45
2024
Q2
$3.91M Sell
7,140
-1,264
-15% -$692K 0.54% 46
2024
Q1
$4.42M Sell
8,404
-8,058
-49% -$4.24M 0.63% 45
2023
Q4
$7.86M Buy
16,462
+15,277
+1,289% +$7.3M 1.27% 28
2023
Q3
$509K Buy
1,185
+117
+11% +$50.2K 0.09% 115
2023
Q2
$476K Buy
+1,068
New +$476K 0.08% 118