NFA
Northwest Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
1,654
-357
| -18% | -$222K | 1.43% | 20 |
|
|
2025
Q1 | $1.13M | Sell |
2,011
-37
| -2% | -$20.8K | 0.94% | 29 |
|
|
2024
Q4 | $1.21M | Buy |
2,048
+307
| +18% | +$181K | 1% | 24 |
|
|
2024
Q3 | $1M | Sell |
1,741
-66
| -4% | -$38.1K | 0.8% | 25 |
|
|
2024
Q2 | $989K | Sell |
1,807
-20
| -1% | -$10.9K | 1.01% | 21 |
|
|
2024
Q1 | $961K | Sell |
1,827
-1,500
| -45% | -$789K | 1.05% | 23 |
|
|
2023
Q4 | $1.59M | Buy |
+3,327
| New | +$1.59M | 1.35% | 12 |
|