ARS Investment Partners’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 | $3.67M | Buy |
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|
2025
Q2 | $2.39M | Hold |
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|
2025
Q1 | $2.27M | Hold |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $1.77M | Hold |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.45M | Hold |
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|
2023
Q2 | $1.5M | Hold |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.97M | Buy |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.86M | Hold |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $454K | Sell |
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|
2020
Q4 | $468K | Hold |
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|
2020
Q3 | $419K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4.16M | Buy |
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