NorthStar Asset Management (Pennsylvania)’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
Q3
$502K Hold
2025
Q2
$466K Hold
2025
Q1
$421K Hold
2024
Q4
$442K Hold
2024
Q3
$433K Hold
2024
Q2
$410K Hold
2024
Q1
$394K Hold
2023
Q4
$358K Hold
2023
Q3
$322K Buy