NDSI
Newman Dignan & Sheerar Inc’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 | $871K | Buy |
+1,403
| New | +$871K | 0.2% | 88 |
|
|
2024
Q4 | – | Sell |
-1,349
| Closed | -$787K | – | 188 |
|
|
2024
Q3 | $787K | Hold |
1,349
| – | – | 0.19% | 94 |
|
|
2024
Q2 | $738K | Hold |
1,349
| – | – | 0.19% | 100 |
|
|
2024
Q1 | $709K | Buy |
+1,349
| New | +$709K | 0.19% | 101 |
|