NorthStar Asset Management (New Jersey)’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
$4.42M Sell
2025
Q1
$4.5M Buy
2024
Q3
Sell
2024
Q2
$5.66M Sell
2024
Q1
$5.71M Buy