Novak & Powell Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
557
+1
| +0.2% | +$620 | 0.24% | 90 |
|
|
2025
Q1 | $313K | Buy |
+556
| New | +$313K | 0.19% | 108 |
|
|
2024
Q4 | – | Sell |
-1,015
| Closed | -$586K | – | 156 |
|
|
2024
Q3 | $586K | Sell |
1,015
-117
| -10% | -$67.5K | 0.34% | 67 |
|
|
2024
Q2 | $619K | Buy |
1,132
+429
| +61% | +$235K | 0.38% | 60 |
|
|
2024
Q1 | $370K | Buy |
703
+260
| +59% | +$137K | 0.28% | 83 |
|
|
2023
Q4 | $210K | Buy |
+443
| New | +$210K | 0.14% | 135 |
|