NWF Advisory Services’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
$18.7M Buy
2025
Q2
$17.1M Buy
2025
Q1
$14.5M Buy
2024
Q4
$14.9M Sell
2024
Q3
$15.8M Buy
2024
Q2
$14M Buy
2024
Q1
$13.4M Buy