AIFS
A&I Financial Services’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 | $1.22M | Buy |
1,971
+30
| +2% | +$18.6K | 0.69% | 20 |
|
|
2025
Q1 | $1.09M | Buy |
1,941
+1,284
| +195% | +$721K | 0.74% | 18 |
|
|
2024
Q4 | $387K | Buy |
+657
| New | +$387K | 0.38% | 48 |
|
|
2019
Q3 | $338K | Buy |
1,132
+30
| +3% | +$8.96K | 0.51% | 18 |
|
|
2019
Q2 | $325K | Buy |
+1,102
| New | +$325K | 0.53% | 17 |
|
|
2019
Q1 | – | Sell |
-5,502
| Closed | -$1.38M | – | 22 |
|
|
2018
Q4 | $1.38M | Buy |
+5,502
| New | +$1.38M | 2.34% | 15 |
|
|
2018
Q3 | – | Sell |
-2,306
| Closed | -$630K | – | 20 |
|
|
2018
Q2 | $630K | Hold |
2,306
| – | – | 1.26% | 15 |
|
|
2018
Q1 | $612K | Sell |
2,306
-14,378
| -86% | -$3.82M | 1.51% | 12 |
|
|
2017
Q4 | $4.49M | Buy |
+16,684
| New | +$4.49M | 8.85% | 2 |
|