Nestegg 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
$570K Sell
917
-163
-15% -$101K 0.55% 25
2025
Q1
$607K Sell
1,080
-67
-6% -$37.6K 0.64% 22
2024
Q4
$691K Buy
+1,147
New +$691K 0.7% 22