AWMS
Advocacy Wealth Management Services’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 | $1.12M | Sell |
1,802
-60
| -3% | -$37.3K | 0.07% | 50 |
|
|
2025
Q1 | $1.05M | Sell |
1,862
-26
| -1% | -$14.6K | 0.07% | 48 |
|
|
2024
Q4 | $1.11M | Buy |
1,888
+162
| +9% | +$95.4K | 0.08% | 42 |
|
|
2024
Q3 | $996K | Hold |
1,726
| – | – | 0.08% | 40 |
|
|
2024
Q2 | $945K | Sell |
1,726
-551
| -24% | -$302K | 0.08% | 41 |
|
|
2024
Q1 | $1.2M | Buy |
2,277
+61
| +3% | +$32.1K | 0.1% | 44 |
|
|
2023
Q4 | $1.06M | Hold |
2,216
| – | – | 0.1% | 42 |
|
|
2023
Q3 | $952K | Hold |
2,216
| – | – | 0.11% | 27 |
|
|
2023
Q2 | $988K | Sell |
2,216
-310
| -12% | -$138K | 0.11% | 26 |
|
|
2023
Q1 | $1.04M | Sell |
2,526
-149
| -6% | -$61.3K | 0.13% | 26 |
|
|
2022
Q4 | $1.03M | Sell |
2,675
-6,381
| -70% | -$2.45M | 0.14% | 28 |
|
|
2022
Q3 | $3.43M | Buy |
9,056
+475
| +6% | +$180K | 0.5% | 17 |
|
|
2022
Q2 | $3.25M | Buy |
8,581
+440
| +5% | +$167K | 0.52% | 15 |
|
|
2022
Q1 | $3.7M | Buy |
8,141
+248
| +3% | +$113K | 0.64% | 14 |
|
|
2021
Q4 | $3.77M | Sell |
7,893
-1,653
| -17% | -$788K | 0.63% | 18 |
|
|
2021
Q3 | $4.11M | Sell |
9,546
-545
| -5% | -$235K | 0.74% | 14 |
|
|
2021
Q2 | $4.34M | Sell |
10,091
-61
| -0.6% | -$26.2K | 0.8% | 15 |
|
|
2021
Q1 | $4.08M | Sell |
10,152
-210
| -2% | -$84.4K | 0.82% | 23 |
|
|
2020
Q4 | $3.89M | Buy |
10,362
+2,401
| +30% | +$901K | 0.58% | 21 |
|
|
2020
Q3 | $2.69M | Buy |
7,961
+1,650
| +26% | +$558K | 0.43% | 26 |
|
|
2020
Q2 | $1.95M | Buy |
6,311
+1,782
| +39% | +$552K | 0.4% | 27 |
|
|
2020
Q1 | $1.12M | Buy |
4,529
+2,703
| +148% | +$667K | 0.25% | 21 |
|
|
2019
Q4 | $590K | Buy |
1,826
+664
| +57% | +$215K | 0.17% | 24 |
|
|
2019
Q3 | $347K | Buy |
1,162
+809
| +229% | +$242K | 0.23% | 23 |
|
|
2019
Q2 | $104K | Hold |
353
| – | – | 0.08% | 26 |
|
|
2019
Q1 | $102K | Sell |
353
-70
| -17% | -$20.2K | 0.11% | 23 |
|
|
2018
Q4 | $106K | Sell |
423
-673
| -61% | -$169K | 0.08% | 16 |
|
|
2018
Q3 | $321K | Buy |
1,096
+970
| +770% | +$284K | 0.2% | 14 |
|
|
2018
Q2 | $34K | Hold |
126
| – | – | 0.02% | 54 |
|
|
2018
Q1 | $33K | Hold |
126
| – | – | 0.02% | 56 |
|
|
2017
Q4 | $34K | Hold |
126
| – | – | 0.02% | 67 |
|
|
2017
Q3 | $32K | Hold |
126
| – | – | 0.01% | 94 |
|
|
2017
Q2 | $31K | Hold |
126
| – | – | 0.01% | 101 |
|
|
2017
Q1 | $30K | Sell |
126
-148
| -54% | -$35.2K | 0.01% | 114 |
|
|
2016
Q4 | $62K | Buy |
274
+146
| +114% | +$33K | 0.02% | 64 |
|
|
2016
Q3 | $28K | Buy |
+128
| New | +$28K | 0.01% | 161 |
|
|
2016
Q1 | – | Sell |
-82
| Closed | -$17K | – | 533 |
|
|
2015
Q4 | $17K | Buy |
+82
| New | +$17K | 0.02% | 291 |
|
|
2013
Q3 | $178K | Sell |
1,055
-1,600
| -60% | -$270K | 0.49% | 42 |
|
|
2013
Q2 | $427K | Buy |
+2,655
| New | +$427K | 1.7% | 11 |
|