Northwest Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Northwest Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell
2025 Q1	$1.13M	Sell
2024 Q4	$1.21M	Buy
2024 Q3	$1M	Sell
2024 Q2	$989K	Sell
2024 Q1	$961K	Sell
2023 Q4	$1.59M	Buy