Northwest Capital Management’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 | $1.86M | Sell |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.95M | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $3.47M | Sell |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $2.96M | Sell |
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|
2022
Q4 | $5.1M | Buy |
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|
2022
Q3 | $1.83M | Buy |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $248K | Hold |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $240K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $236K | Buy |
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