AWMS
Advocacy Wealth Management Services’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.5M | Buy |
345,509
+61,181
| +22% | +$12M | 4.14% | 9 |
|
|
2025
Q1 | $54.2M | Buy |
284,328
+109,204
| +62% | +$20.8M | 3.69% | 10 |
|
|
2024
Q4 | $33.4M | Buy |
175,124
+15,441
| +10% | +$2.95M | 2.54% | 15 |
|
|
2024
Q3 | $31.5M | Buy |
159,683
+4,562
| +3% | +$899K | 2.47% | 16 |
|
|
2024
Q2 | $28.2M | Buy |
155,121
+16,321
| +12% | +$2.97M | 2.33% | 15 |
|
|
2024
Q1 | $25.9M | Buy |
+138,800
| New | +$25.9M | 2.23% | 15 |
|