Arbor Trust 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 | $3.17M | Sell |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.11M | Sell |
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|
2024
Q3 | $3M | Hold |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $2.85M | Sell |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.28M | Hold |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.62M | Hold |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.46M | Sell |
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|
2020
Q4 | $2.37M | Hold |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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