Noble Family Wealth’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
$357K Hold
2025
Q2
$331K Hold
2025
Q1
$299K Hold
2024
Q4
$315K Buy
2024
Q3
Sell
2024
Q2
$292K Hold
2024
Q1
$280K Hold
2023
Q4
$255K Hold
2023
Q3
$229K Buy