NBWM
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North Berkeley Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

North Berkeley Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.15M Buy
5,074
+514
+11% +$319K 2.89% 8
2025
Q1 		$2.56M Buy
4,560
+597
+15% +$335K 2.67% 9
2024
Q4 		$2.33M Buy
+3,963
New +$2.33M 2.37% 9