AG
Advocate Group’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 | $279K | Buy |
450
+35
| +8% | +$21.7K | 0.05% | 105 |
|
|
2025
Q1 | $233K | Hold |
415
| – | – | 0.04% | 107 |
|
|
2024
Q4 | $244K | Hold |
415
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $239K | Hold |
415
| – | – | 0.04% | 108 |
|
|
2024
Q2 | $227K | Hold |
415
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $218K | Sell |
415
-185
| -31% | -$97.3K | 0.04% | 113 |
|
|
2023
Q4 | $287K | Hold |
600
| – | – | 0.06% | 107 |
|
|
2023
Q3 | $258K | Hold |
600
| – | – | 0.06% | 107 |
|
|
2023
Q2 | $267K | Hold |
600
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $247K | Hold |
600
| – | – | 0.05% | 112 |
|
|
2022
Q4 | $231K | Hold |
600
| – | – | 0.05% | 112 |
|
|
2022
Q3 | $215K | Hold |
600
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $227K | Buy |
+600
| New | +$227K | 0.05% | 108 |
|