Newbridge Financial Services 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
Q2 | $9.19M | Buy |
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|
2025
Q1 | $7.33M | Buy |
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|
2024
Q4 | $5.95M | Buy |
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|
2024
Q3 | $5.2M | Buy |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $901K | Buy |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $765K | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $686K | Sell |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $48K | Buy |
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