New Wave Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2
Closed -$1.18K 395
2024
Q4
$1.18K Buy
+2
New +$1.18K ﹤0.01% 611