NRI Wealth Management’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 | $36.3M | Buy |
58,529
+2,345
| +4% | +$1.46M | 21.92% | 1 |
|
|
2025
Q1 | $31.6M | Sell |
56,184
-3,947
| -7% | -$2.22M | 23.35% | 1 |
|
|
2024
Q4 | $35.4M | Buy |
+60,131
| New | +$35.4M | 24.42% | 1 |
|
|
2024
Q2 | $31.7M | Buy |
57,863
+150
| +0.3% | +$82.1K | 24.54% | 1 |
|
|
2024
Q1 | $30.3M | Buy |
57,713
+3,073
| +6% | +$1.62M | 25.63% | 1 |
|
|
2023
Q4 | $26.1M | Buy |
+54,640
| New | +$26.1M | 26.06% | 1 |
|