ARS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $390K | Hold |
|
|||||
|
2021
Q1 | $360K | Hold |
|
|||||
|
2020
Q4 | $340K | Hold |
|
|||||
|
2020
Q3 | $304K | Hold |
|
|||||
|
2020
Q2 | $281K | Sell |
|
|||||
|
2020
Q1 | $303K | Buy |
|
|||||
|
2019
Q4 | $305K | Buy |
|
|||||
|
2019
Q3 | $276K | Hold |
|
|||||
|
2019
Q2 | $273K | Hold |
|
|||||
|
2019
Q1 | $263K | Sell |
|
|||||
|
2018
Q4 | $257K | Hold |
|
|||||
|
2018
Q3 | $299K | Hold |
|
|||||
|
2018
Q2 | $279K | Sell |
|
|||||
|
2018
Q1 | $280K | Sell |
|
|||||
|
2017
Q4 | $304K | Buy |
|
|||||
|
2017
Q3 | $277K | Hold |
|
|||||
|
2017
Q2 | $267K | Sell |
|
|||||
|
2017
Q1 | $279K | Sell |
|
|||||
|
2016
Q4 | $275K | Buy |
|
|||||
|
2016
Q3 | $243K | Buy |
|
|||||
|
2016
Q2 | $218K | Sell |
|
|||||
|
2016
Q1 | $229K | Hold |
|
|||||
|
2015
Q4 | $227K | Hold |
|
|||||
|
2015
Q3 | $214K | Hold |
|
|||||
|
2015
Q2 | $230K | Hold |
|
|||||
|
2015
Q1 | $231K | Sell |
|
|||||
|
2014
Q4 | $234K | Buy |
|