Arcadia Wealth Management (New York)’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
2025 Q2	$3.08M	Buy	4,968 +1,134	+30%	+$704K	2.1%	10
2025 Q1	$2.15M	Buy	3,834 +1,259	+49%	+$707K	1.68%	14
2024 Q4	$1.52M	Buy	+2,575	New	+$1.52M	1.29%	20