Archford Capital Strategies’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 | $2.86M | Sell |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.35M | Hold |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $977K | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $812K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $139K | Hold |
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|
2019
Q1 | $134K | Buy |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $22K | Sell |
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|
2018
Q1 | $73K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $162K | Hold |
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|
2016
Q3 | $157K | Hold |
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|
2016
Q2 | $152K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $119K | Hold |
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|
2015
Q3 | $112K | Buy |
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|
2015
Q2 | $119K | Hold |
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|
2015
Q1 | $119K | Buy |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $93K | Buy |
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|
2014
Q2 | $33.1K | Sell |
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|
2014
Q1 | $47K | Buy |
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