Northeast Financial Consultants’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
Q2 | $10.5M | Buy |
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|
2025
Q1 | $9.27M | Buy |
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|
2024
Q4 | $9.41M | Buy |
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|
2024
Q3 | $9.1M | Buy |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $8.83M | Buy |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $6.45M | Buy |
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|
2023
Q2 | $6.56M | Buy |
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|
2023
Q1 | $5.42M | Sell |
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|
2022
Q4 | $5.18M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $889K | Hold |
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|
2021
Q3 | $804K | Buy |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $712K | Hold |
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|
2020
Q4 | $672K | Buy |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $3.5M | Buy |
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|
2019
Q4 | $556K | Buy |
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|
2019
Q3 | $513K | Buy |
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|
2019
Q2 | $206K | Buy |
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