Rise 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 | $246K | Sell |
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|
2025
Q2 | $233K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $196K | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $193K | Buy |
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|
2024
Q1 | $178K | Sell |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $427K | Buy |
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