NovaPoint Capital’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 | $6.72M | Buy |
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|
2025
Q2 | $5.94M | Buy |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $7.07M | Sell |
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|
2024
Q3 | $7.03M | Buy |
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|
2024
Q2 | $4.87M | Buy |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.49M | Buy |
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|
2023
Q3 | $3.1M | Sell |
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|
2023
Q2 | $3.22M | Buy |
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|
2023
Q1 | $2.96M | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.98M | Sell |
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|
2021
Q4 | $3.49M | Sell |
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|
2021
Q3 | $4.21M | Buy |
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|
2021
Q2 | $4.06M | Sell |
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|
2021
Q1 | $7.96M | Sell |
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|
2020
Q4 | $7.69M | Sell |
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|
2020
Q3 | $7.42M | Sell |
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|
2020
Q2 | $9.09M | Sell |
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|
2020
Q1 | $7.68M | Buy |
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|
2019
Q4 | $5.16M | Buy |
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