Archvest Wealth Advisors’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 | $12M | Buy |
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|
2025
Q2 | $10.6M | Buy |
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|
2025
Q1 | $8.62M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.6M | Hold |
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|
2021
Q4 | $1.69M | Buy |
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