Williams & Novak’s iShares Core S&P 500 ETF IVV Stock Holding History

Williams & Novak’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	$402K	Hold
2025 Q2	$373K	Hold
2025 Q1	$339K	Hold
2024 Q4	$354K	Sell
2024 Q3	$380K	Buy
2024 Q2	$320K	Sell
2024 Q1	$282K	Hold
2023 Q4	$282K	Buy