AA Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Buy |
8,796
+794
| +10% | +$493K | 1.18% | 29 |
|
|
2025
Q1 | $4.5M | Buy |
8,002
+551
| +7% | +$310K | 1.1% | 30 |
|
|
2024
Q4 | $4.39M | Sell |
7,451
-92
| -1% | -$54.2K | 1.17% | 28 |
|
|
2024
Q3 | $4.35M | Buy |
7,543
+237
| +3% | +$137K | 1.26% | 27 |
|
|
2024
Q2 | $4M | Buy |
7,306
+541
| +8% | +$296K | 1.41% | 25 |
|
|
2024
Q1 | $3.56M | Buy |
6,765
+184
| +3% | +$96.7K | 1.44% | 20 |
|
|
2023
Q4 | $3.14M | Buy |
+6,581
| New | +$3.14M | 2.09% | 17 |
|