NWF Advisory 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
$17.1M Buy
27,534
+1,809
+7% +$1.12M 2.04% 8
2025
Q1
$14.5M Buy
25,725
+445
+2% +$250K 2.03% 8
2024
Q4
$14.9M Buy
+25,280
New +$14.9M 2.18% 10