North Ridge Wealth Advisors’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	$112K	Hold	180	–	–	0.07%	51
2025 Q1	$101K	Hold	180	–	–	0.07%	53
2024 Q4	$106K	Buy	+180	New	+$106K	0.07%	53
2023 Q2	–	Sell	-721	Closed	-$296K	–	40
2023 Q1	$296K	Buy	+721	New	+$296K	0.3%	33