AIMA
Ables Iannone Moore & Associates’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 | $656K | Buy |
1,057
+697
| +194% | +$433K | 0.41% | 41 |
|
2025
Q1 | $202K | Buy |
+360
| New | +$202K | 0.14% | 56 |
|
2024
Q2 | – | Sell |
-92
| Closed | -$48.4K | – | 60 |
|
2024
Q1 | $48.4K | Hold |
92
| – | – | 0.03% | 57 |
|
2023
Q4 | $43.9K | Buy |
+92
| New | +$43.9K | 0.03% | 102 |
|