NFP Retirement Inc’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
Q3 | $513M | Buy |
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|
2025
Q2 | $249M | Sell |
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|
2025
Q1 | $254M | Buy |
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|
2024
Q4 | $224M | Buy |
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|
2024
Q3 | $218M | Sell |
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|
2024
Q2 | $209M | Sell |
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|
2024
Q1 | $202M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $2.49M | Sell |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $5.9M | Buy |
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|
2022
Q3 | $5.05M | Buy |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.19M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $818K | Buy |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $283K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $427K | Buy |
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