North Ridge Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

North Ridge Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$289K	Buy
2025 Q2	$112K	Hold
2025 Q1	$101K	Hold
2024 Q4	$106K	Buy
2023 Q2	–	Sell
2023 Q1	$296K	Buy