Arcadia Wealth Management (New Hampshire)’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-561
Closed -$231K 58
2023
Q1
$231K Buy
+561
New +$231K 0.19% 53