AHSW
Adventist Health System West’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Hold |
204,550
| – | – | 18.86% | 2 |
|
|
2025
Q1 | $115M | Hold |
204,550
| – | – | 18.14% | 2 |
|
|
2024
Q4 | $120M | Sell |
204,550
-448,950
| -69% | -$264M | 18.62% | 2 |
|
|
2024
Q3 | $377M | Hold |
653,500
| – | – | 57.97% | 1 |
|
|
2024
Q2 | $359M | Sell |
653,500
-600
| -0.1% | -$329K | 58.26% | 1 |
|
|
2024
Q1 | $344M | Hold |
654,100
| – | – | 61.83% | 1 |
|
|
2023
Q4 | $312M | Hold |
654,100
| – | – | 60.54% | 1 |
|
|
2023
Q3 | $281M | Sell |
654,100
-37,000
| -5% | -$15.9M | 59.45% | 1 |
|
|
2023
Q2 | $308M | Hold |
691,100
| – | – | 60.44% | 1 |
|
|
2023
Q1 | $284M | Hold |
691,100
| – | – | 58.77% | 1 |
|
|
2022
Q4 | $266M | Hold |
691,100
| – | – | 58.09% | 1 |
|
|
2022
Q3 | $248M | Hold |
691,100
| – | – | 58.36% | 1 |
|
|
2022
Q2 | $262M | Hold |
691,100
| – | – | 57.59% | 1 |
|
|
2022
Q1 | $314M | Buy |
+691,100
| New | +$314M | 59.2% | 1 |
|