NIWA
New Insight Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Sell |
48,889
-1,263
| -3% | -$784K | 12.49% | 1 |
|
|
2025
Q1 | $28.2M | Buy |
50,152
+3,404
| +7% | +$1.91M | 12.8% | 1 |
|
|
2024
Q4 | $27.5M | Sell |
46,748
-1,197
| -2% | -$705K | 13.78% | 1 |
|
|
2024
Q3 | $27.7M | Buy |
47,945
+4,274
| +10% | +$2.47M | 14.55% | 1 |
|
|
2024
Q2 | $23.9M | Buy |
43,671
+6,304
| +17% | +$3.45M | 14.07% | 1 |
|
|
2024
Q1 | $19.6M | Buy |
37,367
+3,055
| +9% | +$1.61M | 12.27% | 1 |
|
|
2023
Q4 | $16.4M | Buy |
+34,312
| New | +$16.4M | 11.04% | 1 |
|