NA
Nordwand Advisors’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 | $8.37M | Buy |
13,483
+12,669
| +1,556% | +$7.87M | 1.31% | 17 |
|
|
2025
Q1 | $457K | Sell |
814
-71
| -8% | -$39.9K | 0.17% | 21 |
|
|
2024
Q4 | $521K | Hold |
885
| – | – | 0.21% | 16 |
|
|
2024
Q3 | $510K | Hold |
885
| – | – | 0.14% | 16 |
|
|
2024
Q2 | $484K | Hold |
885
| – | – | 0.21% | 16 |
|
|
2024
Q1 | $465K | Buy |
885
+245
| +38% | +$129K | 0.18% | 38 |
|
|
2023
Q4 | $306K | Buy |
640
+151
| +31% | +$72.1K | 0.08% | 40 |
|
|
2023
Q3 | $210K | Hold |
489
| – | – | 0.04% | 38 |
|
|
2023
Q2 | $218K | Buy |
489
+245
| +100% | +$109K | 0.04% | 40 |
|
|
2023
Q1 | $100K | Buy |
+244
| New | +$100K | 0.02% | 50 |
|