Arcadia Investment Management’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
Q3 | $3.38M | Buy |
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|
2025
Q2 | $3.08M | Hold |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.92M | Hold |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $3.19M | Hold |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.63M | Hold |
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|
2022
Q4 | $2.46M | Hold |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $3.11M | Sell |
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|
2021
Q4 | $3.28M | Sell |
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|
2021
Q3 | $3.02M | Hold |
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|
2021
Q2 | $3.02M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $2.71M | Sell |
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|
2020
Q3 | $2.45M | Hold |
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|
2020
Q2 | $2.26M | Sell |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $394K | Hold |
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|
2019
Q3 | $364K | Hold |
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|
2019
Q2 | $359K | Hold |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $605K | Buy |
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|
2018
Q2 | $564K | Hold |
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|
2018
Q1 | $548K | Buy |
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|
2017
Q4 | $516K | Sell |
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|
2017
Q3 | $522K | Sell |
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|
2017
Q2 | $1.16M | Buy |
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|
2017
Q1 | $939K | Hold |
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|
2016
Q4 | $890K | Buy |
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|
2016
Q3 | $676K | Buy |
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|
2016
Q2 | $593K | Hold |
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|
2016
Q1 | $582K | Buy |
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|
2015
Q4 | $321K | Buy |
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