Argent 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
$11.8M Buy
2025
Q2
$11M Buy
2025
Q1
$9.66M Sell
2024
Q4
$10.2M Buy
2024
Q3
$9.91M Sell
2024
Q2
$9.94M Sell
2024
Q1
$9.72M Buy
2023
Q4
$8.42M Sell
2023
Q3
$9.16M Sell
2023
Q2
$9.75M Buy
2023
Q1
$8.88M Buy
2022
Q4
$7.5M Sell
2022
Q3
$7.02M Sell
2022
Q2
$7.54M Buy
2022
Q1
$8.65M Sell
2021
Q4
$10.5M Buy
2021
Q3
$9.16M Sell
2021
Q2
$9.22M Sell
2021
Q1
$8.61M Buy
2020
Q4
$7.88M Buy
2020
Q3
$6.38M Buy
2020
Q2
$5.65M Sell
2020
Q1
$5.55M Sell
2019
Q4
$9.64M Buy