Old North State Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Old North State Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$405K	Buy
2025 Q2	$252K	Buy
2025 Q1	$227K	Hold
2024 Q4	$239K	Hold
2024 Q3	$233K	Buy
2024 Q2	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$239K	Buy