New Century Financial Group’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
2025
Q3
$4.7M Sell
2025
Q2
$4.75M Buy
2025
Q1
$641K Sell
2024
Q4
$5.57M Sell
2024
Q3
$6.91M Buy
2024
Q2
$6.46M Buy
2024
Q1
$2.4M Buy
2023
Q4
$1.3M Buy