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Nvest Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Nvest Financial’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Sell
1,806
-149
-8% -$92.5K 0.58% 43
2025
Q1 		$1.1M Sell
1,955
-51
-3% -$28.7K 0.59% 44
2024
Q4 		$1.18M Buy
+2,006
New +$1.18M 0.6% 46