Noesis Capital Mangement’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 | $543K | Sell |
|
|||||
|
2025
Q2 | $561K | Buy |
|
|||||
|
2025
Q1 | $429K | Sell |
|
|||||
|
2024
Q4 | $454K | Sell |
|
|||||
|
2024
Q3 | $472K | Buy |
|
|||||
|
2024
Q2 | $358K | Buy |
|
|||||
|
2024
Q1 | $204K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $211K | Sell |
|
|||||
|
2023
Q2 | $231K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $215K | Sell |
|
|||||
|
2021
Q4 | $276K | Sell |
|
|||||
|
2021
Q3 | $310K | Buy |
|
|||||
|
2021
Q2 | $267K | Buy |
|
|||||
|
2021
Q1 | $212K | Hold |
|
|||||
|
2020
Q4 | $200K | Buy |
|