ARIS

Advanced Research Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-209	Closed	-$95K	–	158
2022 Q1	$95K	Hold	209	–	–	0.04%	55
2021 Q4	$99K	Hold	209	–	–	0.04%	76
2021 Q3	$90K	Buy	+209	New	+$90K	0.05%	56