AWM
Abound 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 | $23M | Sell |
37,093
-879
| -2% | -$546K | 6.51% | 4 |
|
|
2025
Q1 | $21.3M | Buy |
37,972
+2,937
| +8% | +$1.65M | 7.12% | 4 |
|
|
2024
Q4 | $20.6M | Buy |
35,035
+688
| +2% | +$405K | 6.62% | 5 |
|
|
2024
Q3 | $19.8M | Buy |
34,347
+403
| +1% | +$232K | 6.58% | 5 |
|
|
2024
Q2 | $18.6M | Sell |
33,944
-204
| -0.6% | -$112K | 6.85% | 5 |
|
|
2024
Q1 | $18M | Buy |
34,148
+216
| +0.6% | +$114K | 6.84% | 5 |
|
|
2023
Q4 | $16.2M | Buy |
33,932
+89
| +0.3% | +$42.5K | 6.5% | 5 |
|
|
2023
Q3 | $14.5M | Sell |
33,843
-282
| -0.8% | -$121K | 6.19% | 6 |
|
|
2023
Q2 | $15.2M | Buy |
34,125
+707
| +2% | +$315K | 6.36% | 6 |
|
|
2023
Q1 | $13.7M | Sell |
33,418
-198
| -0.6% | -$81.4K | 6.16% | 7 |
|
|
2022
Q4 | $12.9M | Buy |
33,616
+756
| +2% | +$290K | 6.32% | 7 |
|
|
2022
Q3 | $11.8M | Buy |
32,860
+8,510
| +35% | +$3.05M | 6.36% | 7 |
|
|
2022
Q2 | $9.23M | Buy |
24,350
+8,485
| +53% | +$3.22M | 5.14% | 9 |
|
|
2022
Q1 | $7.2M | Buy |
15,865
+2,015
| +15% | +$914K | 5.19% | 6 |
|
|
2021
Q4 | $6.61M | Buy |
+13,850
| New | +$6.61M | 5.19% | 6 |
|