New Harbor 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
Q1
Sell
2024
Q4
$212K Hold
2024
Q3
$207K Sell
2024
Q2
$361K Sell
2024
Q1
$497K Buy
2023
Q4
$450K Buy
2014
Q1
Sell
2013
Q4
$4K Hold
2013
Q3
$4K Sell
2013
Q2
$684K Buy