Next Level Private’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 | $676K | Buy |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $630K | Buy |
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|
2024
Q3 | $606K | Buy |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2023
Q3 | $672K | Sell |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $677K | Buy |
|