AWA
Acorn 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 | $288K | Sell |
463
-28
| -6% | -$17.4K | 0.11% | 189 |
|
|
2025
Q1 | $276K | Hold |
491
| – | – | 0.11% | 182 |
|
|
2024
Q4 | $289K | Sell |
491
-51
| -9% | -$30K | 0.12% | 174 |
|
|
2024
Q3 | $313K | Sell |
542
-486
| -47% | -$280K | 0.13% | 160 |
|
|
2024
Q2 | $562K | Buy |
+1,028
| New | +$562K | 0.28% | 77 |
|
|
2021
Q2 | – | Sell |
-916
| Closed | -$365K | – | 172 |
|
|
2021
Q1 | $365K | Sell |
916
-3
| -0.3% | -$1.2K | 0.26% | 95 |
|
|
2020
Q4 | $345K | Buy |
919
+20
| +2% | +$7.51K | 0.27% | 90 |
|
|
2020
Q3 | $302K | Sell |
899
-9
| -1% | -$3.02K | 0.26% | 84 |
|
|
2020
Q2 | $281K | Buy |
908
+8
| +0.9% | +$2.48K | 0.26% | 83 |
|
|
2020
Q1 | $235K | Sell |
900
-113
| -11% | -$29.5K | 0.26% | 79 |
|
|
2019
Q4 | $329K | Buy |
1,013
+4
| +0.4% | +$1.3K | 0.28% | 79 |
|
|
2019
Q3 | $314K | Sell |
1,009
-96
| -9% | -$29.9K | 0.27% | 79 |
|
|
2019
Q2 | $326K | Buy |
1,105
+48
| +5% | +$14.2K | 0.3% | 69 |
|
|
2019
Q1 | $308K | Sell |
1,057
-70
| -6% | -$20.4K | 0.28% | 74 |
|
|
2018
Q4 | $291K | Buy |
1,127
+7
| +0.6% | +$1.81K | 0.3% | 68 |
|
|
2018
Q3 | $308K | Sell |
1,120
-9
| -0.8% | -$2.48K | 0.3% | 76 |
|
|
2018
Q2 | $310K | Sell |
1,129
-2
| -0.2% | -$549 | 0.26% | 76 |
|
|
2018
Q1 | $304K | Sell |
1,131
-18
| -2% | -$4.84K | 0.26% | 74 |
|
|
2017
Q4 | $317K | Buy |
+1,149
| New | +$317K | 0.29% | 67 |
|