NP
Nilsine Partners’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 | $8.28M | Sell |
13,343
-843
| -6% | -$523K | 0.84% | 25 |
|
2025
Q1 | $7.97M | Buy |
14,186
+1,741
| +14% | +$978K | 0.87% | 23 |
|
2024
Q4 | $7.33M | Buy |
12,445
+1,771
| +17% | +$1.04M | 0.78% | 25 |
|
2024
Q3 | $6.16M | Sell |
10,674
-107
| -1% | -$61.7K | 0.8% | 28 |
|
2024
Q2 | $5.9M | Buy |
10,781
+26
| +0.2% | +$14.2K | 0.79% | 28 |
|
2024
Q1 | $5.65M | Buy |
10,755
+323
| +3% | +$170K | 0.77% | 30 |
|
2023
Q4 | $4.98M | Buy |
10,432
+131
| +1% | +$62.6K | 0.77% | 40 |
|
2023
Q3 | $4.42M | Buy |
10,301
+35
| +0.3% | +$15K | 0.67% | 44 |
|
2023
Q2 | $4.58M | Sell |
10,266
-766
| -7% | -$341K | 0.67% | 41 |
|
2023
Q1 | $4.54M | Buy |
+11,032
| New | +$4.54M | 0.71% | 33 |
|