AWM
Able Wealth Management’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 | $7.07M | Sell |
11,383
-36
| -0.3% | -$22.4K | 3.56% | 6 |
|
|
2025
Q1 | $6.42M | Buy |
11,419
+59
| +0.5% | +$33.2K | 3.79% | 5 |
|
|
2024
Q4 | $6.69M | Buy |
11,360
+219
| +2% | +$129K | 4.4% | 3 |
|
|
2024
Q3 | $6.43M | Buy |
11,141
+141
| +1% | +$81.3K | 4.87% | 3 |
|
|
2024
Q2 | $6.02M | Sell |
11,000
-223
| -2% | -$122K | 4.95% | 3 |
|
|
2024
Q1 | $5.9M | Buy |
11,223
+65
| +0.6% | +$34.2K | 5.15% | 3 |
|
|
2023
Q4 | $5.33M | Buy |
+11,158
| New | +$5.33M | 4.84% | 3 |
|