New Insight Wealth Advisors’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
Q2
$30.4M Sell
2025
Q1
$28.2M Buy
2024
Q4
$27.5M Sell
2024
Q3
$27.7M Buy
2024
Q2
$23.9M Buy
2024
Q1
$19.6M Buy
2023
Q4
$16.4M Buy