Ownership history in Nova R Wealth, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Nova R Wealth, Inc. reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,177 | -3,002 | -7.5% | 9.28% | $25.5M | $683.12 |
| 2025 Q3 | REDUCED | 40,179 | -70 | -0.2% | 11.40% | $26.9M | $665.17 |
| 2025 Q2 | ADDED | 40,249 | +1,122 | +2.9% | 11.62% | $25.0M | $615.21 |
| 2025 Q1 | ADDED | 39,127 | +40 | +0.1% | 10.89% | $22.0M | $555.02 |
| 2024 Q4 | REDUCED | 39,087 | -1,075 | -2.7% | 11.60% | $23.0M | $579.67 |
| 2024 Q3 | REDUCED | 40,162 | -649 | -1.6% | 11.41% | $23.2M | $566.00 |
| 2024 Q2 | ADDED | 40,811 | +1,155 | +2.9% | 11.51% | $22.3M | $534.89 |
| 2024 Q1 | ADDED | 39,656 | +915 | +2.4% | 10.89% | $20.8M | $512.33 |
| 2023 Q4 | REDUCED | 38,741 | -391 | -1.0% | 11.65% | $18.5M | $463.98 |
| 2023 Q3 | ADDED | 39,132 | +929 | +2.4% | 11.60% | $16.8M | $415.48 |
As of 2025 Q4 — sorted by position size