New Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

New Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$200K	Hold
2024 Q4	$210K	Buy
2017 Q4	–	Sell
2017 Q3	$45K	Hold
2017 Q2	$45K	Hold
2017 Q1	$45K	Buy
2016 Q4	$29K	Buy