Novus Advisors’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
$1.39M Sell
2,236
-2,702
-55% -$1.68M 2.12% 12
2025
Q1
$2.77M Sell
4,938
-707
-13% -$397K 2.8% 9
2024
Q4
$3.32M Buy
+5,645
New +$3.32M 3.31% 4