RA
Rise Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
375
+4
| +1% | +$2.48K | 0.09% | 85 |
|
|
2025
Q1 | $208K | Buy |
371
+38
| +11% | +$21.4K | 0.09% | 86 |
|
|
2024
Q4 | $196K | Sell |
333
-23
| -6% | -$13.5K | 0.09% | 88 |
|
|
2024
Q3 | $206K | Buy |
356
+3
| +0.8% | +$1.73K | 0.1% | 89 |
|
|
2024
Q2 | $193K | Buy |
353
+15
| +4% | +$8.21K | 0.1% | 100 |
|
|
2024
Q1 | $178K | Sell |
338
-85
| -20% | -$44.7K | 0.09% | 98 |
|
|
2023
Q4 | $202K | Sell |
423
-83
| -16% | -$39.6K | 0.14% | 71 |
|
|
2023
Q3 | $217K | Sell |
506
-267
| -35% | -$115K | 0.17% | 56 |
|
|
2023
Q2 | $345K | Sell |
773
-68
| -8% | -$30.3K | 0.27% | 41 |
|
|
2023
Q1 | $346K | Sell |
841
-37
| -4% | -$15.2K | 0.26% | 43 |
|
|
2022
Q4 | $337K | Buy |
878
+14
| +2% | +$5.38K | 0.27% | 42 |
|
|
2022
Q3 | $310K | Sell |
864
-5
| -0.6% | -$1.79K | 0.26% | 45 |
|
|
2022
Q2 | $330K | Sell |
869
-18
| -2% | -$6.84K | 0.33% | 40 |
|
|
2022
Q1 | $402K | Sell |
887
-8
| -0.9% | -$3.63K | 0.36% | 38 |
|
|
2021
Q4 | $427K | Buy |
+895
| New | +$427K | 0.41% | 37 |
|