AWA
Adapt 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 | $27.8M | Buy |
44,734
+726
| +2% | +$451K | 12.42% | 1 |
|
|
2025
Q1 | $24.7M | Buy |
44,008
+1,276
| +3% | +$717K | 12.06% | 1 |
|
|
2024
Q4 | $25.2M | Buy |
42,732
+202
| +0.5% | +$119K | 12.38% | 1 |
|
|
2024
Q3 | $24.5M | Buy |
42,530
+2,362
| +6% | +$1.36M | 13.13% | 1 |
|
|
2024
Q2 | $22M | Buy |
40,168
+1,682
| +4% | +$920K | 13.77% | 1 |
|
|
2024
Q1 | $20.2M | Buy |
+38,486
| New | +$20.2M | 14.4% | 1 |
|