AWM
Arista Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
8,378
+1,897
| +29% | +$1.18M | 0.72% | 23 |
|
|
2025
Q1 | $3.64M | Hold |
6,481
| – | – | 0.88% | 15 |
|
|
2024
Q4 | $3.82M | Buy |
6,481
+2
| +0% | +$1.18K | 0.91% | 15 |
|
|
2024
Q3 | $3.74M | Buy |
6,479
+2
| +0% | +$1.15K | 0.9% | 15 |
|
|
2024
Q2 | $3.54M | Buy |
6,477
+2,873
| +80% | +$1.57M | 0.93% | 15 |
|
|
2024
Q1 | $1.89M | Sell |
3,604
-2,518
| -41% | -$1.32M | 1.45% | 13 |
|
|
2023
Q4 | $2.92M | Buy |
6,122
+22
| +0.4% | +$10.5K | 1.07% | 13 |
|
|
2023
Q3 | $2.62M | Sell |
6,100
-145
| -2% | -$62.3K | 1.03% | 12 |
|
|
2023
Q2 | $2.78M | Sell |
6,245
-155
| -2% | -$69.1K | 1.16% | 11 |
|
|
2023
Q1 | $2.63M | Sell |
6,400
-430
| -6% | -$177K | 1.44% | 15 |
|
|
2022
Q4 | $2.62M | Buy |
+6,830
| New | +$2.62M | 1.66% | 12 |
|