Aaron 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
2026 Q1	$3.74M	Sell	5,732 -272	-5%	-$186K	0.21%	57
2025 Q4	$4.11M	Buy	6,004 +15	+0.3%	+$10.2K	0.22%	52
2025 Q3	$4.01M	Buy	5,989 +12	+0.2%	+$7.73K	0.24%	50
2025 Q2	$3.71M	Buy	5,977 +502	+9%	+$288K	0.38%	41
2025 Q1	$3.08M	Sell	5,475 -1,829	-25%	-$1.08M	0.35%	45
2024 Q4	$4.3M	Buy	7,304 +22	+0.3%	+$13K	0.5%	33
2024 Q3	$4.2M	Buy	7,282 +126	+2%	+$70.1K	0.5%	31
2024 Q2	$3.92M	Buy	7,156 +17	+0.2%	+$8.94K	0.54%	29
2024 Q1	$3.75M	Buy	7,139 +19	+0.3%	+$9.51K	0.54%	27
2023 Q4	$3.4M	Buy	7,120 +350	+5%	+$157K	0.56%	25
2023 Q3	$2.91M	Sell	6,770 -60	-0.9%	-$26.8K	0.38%	42
2023 Q2	$3.04M	Buy	6,830 +1,574	+30%	+$663K	0.4%	42
2023 Q1	$2.16M	Buy	5,256 +16	+0.3%	+$6.42K	0.3%	53
2022 Q4	$2.01M	Buy	5,240 +39	+0.7%	+$15.1K	0.29%	60
2022 Q3	$1.86M	Buy	5,201 +3,887	+296%	+$1.55M	0.34%	54
2022 Q2	$498K	Sell	1,314 -75,813	-98%	-$31.2M	0.13%	102
2022 Q1	$170K	Buy	+77,127	New	+$34.5M	﹤0.01%	816