AmeriServ Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
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|
2025
Q1 | $653K | Hold |
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|
2024
Q4 | $685K | Buy |
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|
2023
Q3 | $701K | Hold |
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|
2023
Q2 | $727K | Hold |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $585K | Hold |
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|
2022
Q2 | $618K | Hold |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $686K | Sell |
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|
2021
Q3 | $639K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $683K | Sell |
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|
2020
Q4 | $666K | Buy |
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|
2019
Q3 | $606K | Sell |
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|
2019
Q2 | $608K | Buy |
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|
2019
Q1 | $407K | Sell |
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|
2018
Q4 | $372K | Sell |
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|
2018
Q3 | $638K | Buy |
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|
2018
Q2 | $404K | Hold |
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|
2018
Q1 | $392K | Buy |
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