Northstar Advisory Group’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 | $8.01M | Buy |
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|
2025
Q1 | $6.05M | Sell |
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|
2024
Q4 | $17M | Buy |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $17.9M | Sell |
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|
2024
Q1 | $17.5M | Sell |
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|
2023
Q4 | $18.7M | Buy |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $7.59M | Sell |
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|
2023
Q1 | $17.3M | Buy |
|
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $5.21M | Sell |
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|
2022
Q2 | $6.87M | Sell |
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|
2022
Q1 | $8.66M | Sell |
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|
2021
Q4 | $26.2M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $4.88M | Sell |
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|
2021
Q1 | $5.45M | Sell |
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|
2020
Q4 | $12.2M | Buy |
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