Arkadios 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
Q2 | $67M | Buy |
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|
2025
Q1 | $53.7M | Buy |
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|
2024
Q4 | $35.9M | Buy |
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|
2024
Q3 | $25.6M | Buy |
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $5.31M | Sell |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.69M | Sell |
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|
2022
Q1 | $2.62M | Sell |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $6.92M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $5.36M | Buy |
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|
2020
Q3 | $465K | Sell |
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|
2020
Q2 | $430K | Sell |
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|
2020
Q1 | $412K | Buy |
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|
2019
Q4 | $278K | Buy |
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