Aire Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-813
Closed -$349K 154
2023
Q3
$349K Buy
+813
New +$349K 0.09% 98
2023
Q2
Sell
-492
Closed -$202K 138
2023
Q1
$202K Buy
+492
New +$202K 0.06% 125