ACA
Affinity Capital 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 | $56.8M | Buy |
91,550
+996
| +1% | +$618K | 9.78% | 1 |
|
|
2025
Q1 | $48.6M | Buy |
90,554
+961
| +1% | +$516K | 9.64% | 2 |
|
|
2024
Q4 | $53M | Buy |
89,593
+5,850
| +7% | +$3.46M | 9.97% | 2 |
|
|
2024
Q3 | $48.3M | Buy |
83,743
+1,877
| +2% | +$1.08M | 9.36% | 2 |
|
|
2024
Q2 | $44.8M | Buy |
81,866
+8,662
| +12% | +$4.74M | 9.41% | 2 |
|
|
2024
Q1 | $38.5M | Buy |
73,204
+15,637
| +27% | +$8.22M | 8.58% | 2 |
|
|
2023
Q4 | $27.5M | Buy |
57,567
+10,975
| +24% | +$5.24M | 6.71% | 5 |
|
|
2023
Q3 | $20M | Buy |
46,592
+46,085
| +9,090% | +$19.8M | 5.49% | 5 |
|
|
2023
Q2 | $226K | Buy |
+507
| New | +$226K | 0.06% | 119 |
|