AWA
Aaron Wealth 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 | $3.71M | Buy |
5,977
+502
| +9% | +$312K | 0.38% | 41 |
|
|
2025
Q1 | $3.08M | Sell |
5,475
-1,829
| -25% | -$1.03M | 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% | +$72.7K | 0.5% | 31 |
|
|
2024
Q2 | $3.92M | Buy |
7,156
+17
| +0.2% | +$9.3K | 0.54% | 29 |
|
|
2024
Q1 | $3.75M | Buy |
7,139
+19
| +0.3% | +$9.99K | 0.54% | 27 |
|
|
2023
Q4 | $3.4M | Buy |
7,120
+350
| +5% | +$167K | 0.56% | 25 |
|
|
2023
Q3 | $2.91M | Sell |
6,770
-60
| -0.9% | -$25.8K | 0.38% | 42 |
|
|
2023
Q2 | $3.04M | Buy |
6,830
+1,574
| +30% | +$702K | 0.4% | 42 |
|
|
2023
Q1 | $2.16M | Buy |
5,256
+16
| +0.3% | +$6.58K | 0.3% | 53 |
|
|
2022
Q4 | $2.01M | Buy |
5,240
+39
| +0.7% | +$15K | 0.29% | 59 |
|
|
2022
Q3 | $1.87M | Buy |
5,201
+3,887
| +296% | +$1.39M | 0.34% | 54 |
|
|
2022
Q2 | $498K | Sell |
1,314
-75,813
| -98% | -$28.7M | 0.13% | 102 |
|
|
2022
Q1 | $170K | Buy |
+77,127
| New | +$170K | ﹤0.01% | 816 |
|