Archvest Wealth Advisors’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 | $10.6M | Buy |
17,148
+1,811
| +12% | +$1.12M | 9.28% | 2 |
|
|
2025
Q1 | $8.62M | Buy |
15,337
+3,310
| +28% | +$1.86M | 7.13% | 2 |
|
|
2024
Q4 | $7.08M | Buy |
12,027
+3,598
| +43% | +$2.12M | 5.13% | 7 |
|
|
2024
Q3 | $4.86M | Buy |
8,429
+894
| +12% | +$516K | 3.09% | 8 |
|
|
2024
Q2 | $4.13M | Buy |
7,535
+1,354
| +22% | +$743K | 2.74% | 9 |
|
|
2024
Q1 | $3.24M | Buy |
6,181
+1,220
| +25% | +$640K | 2.29% | 13 |
|
|
2023
Q4 | $2.37M | Buy |
4,961
+108
| +2% | +$51.6K | 1.79% | 14 |
|
|
2023
Q3 | $2.08M | Buy |
4,853
+87
| +2% | +$37.4K | 1.7% | 15 |
|
|
2023
Q2 | $2.12M | Buy |
4,766
+317
| +7% | +$141K | 1.74% | 14 |
|
|
2023
Q1 | $1.83M | Buy |
4,449
+3
| +0.1% | +$1.23K | 1.62% | 15 |
|
|
2022
Q4 | $1.71M | Buy |
4,446
+45
| +1% | +$17.3K | 1.69% | 14 |
|
|
2022
Q3 | $1.58M | Buy |
4,401
+819
| +23% | +$294K | 1.62% | 14 |
|
|
2022
Q2 | $1.36M | Buy |
3,582
+47
| +1% | +$17.8K | 1.35% | 16 |
|
|
2022
Q1 | $1.6M | Hold |
3,535
| – | – | 1.45% | 15 |
|
|
2021
Q4 | $1.69M | Buy |
+3,535
| New | +$1.69M | 1.46% | 16 |
|