Arlington Financial 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 | $884K | Sell |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.73M | Buy |
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|
2024
Q2 | $2.54M | Buy |
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|
2024
Q1 | $2.41M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.49M | Sell |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.84M | Buy |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $813K | Buy |
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|
2019
Q4 | $951K | Buy |
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|
2019
Q3 | $871K | Sell |
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|
2019
Q2 | $885K | Buy |
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|
2019
Q1 | $810K | Buy |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $744K | Buy |
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|
2018
Q2 | $752K | Buy |
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|
2018
Q1 | $633K | Sell |
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|
2017
Q4 | $686K | Buy |
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