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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $348K | Hold |
|
|||||
|
2025
Q4 | $365K | Hold |
|
|||||
|
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 |
|