Noble Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
533
| – | – | 0.08% | 61 |
|
|
2025
Q1 | $299K | Hold |
533
| – | – | 0.08% | 55 |
|
|
2024
Q4 | $315K | Buy |
+533
| New | +$315K | 0.09% | 58 |
|
|
2024
Q3 | – | Sell |
-533
| Closed | -$292K | – | 61 |
|
|
2024
Q2 | $292K | Hold |
533
| – | – | 0.08% | 58 |
|
|
2024
Q1 | $280K | Hold |
533
| – | – | 0.08% | 58 |
|
|
2023
Q4 | $255K | Hold |
533
| – | – | 0.08% | 57 |
|
|
2023
Q3 | $229K | Buy |
+533
| New | +$229K | 0.08% | 58 |
|