ARS Wealth Advisors Group’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 | $876K | Sell |
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|
2025
Q2 | $820K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $736K | Sell |
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|
2024
Q3 | $841K | Buy |
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|
2024
Q2 | $785K | Sell |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $773K | Buy |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $392K | Buy |
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