AWA
Aletheian Wealth 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 | $7.46M | Sell |
12,009
-19
| -0.2% | -$11.8K | 3.67% | 7 |
|
|
2025
Q1 | $6.76M | Sell |
12,028
-63
| -0.5% | -$35.4K | 3.8% | 7 |
|
|
2024
Q4 | $7.12M | Sell |
12,091
-44
| -0.4% | -$25.9K | 4.21% | 6 |
|
|
2024
Q3 | $7M | Sell |
12,135
-5,341
| -31% | -$3.08M | 4.09% | 7 |
|
|
2024
Q2 | $9.56M | Hold |
17,476
| – | – | 5.04% | 4 |
|
|
2024
Q1 | $9.19M | Sell |
17,476
-57
| -0.3% | -$30K | 4.98% | 4 |
|
|
2023
Q4 | $8.37M | Sell |
17,533
-156
| -0.9% | -$74.5K | 5.54% | 4 |
|
|
2023
Q3 | $7.6M | Buy |
17,689
+843
| +5% | +$362K | 5.83% | 4 |
|
|
2023
Q2 | $7.51M | Sell |
16,846
-1,201
| -7% | -$535K | 5.14% | 4 |
|
|
2023
Q1 | $7.42M | Sell |
18,047
-192
| -1% | -$78.9K | 6.55% | 4 |
|
|
2022
Q4 | $7.01M | Sell |
18,239
-66
| -0.4% | -$25.4K | 6.05% | 4 |
|
|
2022
Q3 | $6.57M | Sell |
18,305
-73
| -0.4% | -$26.2K | 7.45% | 4 |
|
|
2022
Q2 | $6.97M | Sell |
18,378
-665
| -3% | -$252K | 7.08% | 4 |
|
|
2022
Q1 | $8.64M | Sell |
19,043
-4,228
| -18% | -$1.92M | 8.2% | 4 |
|
|
2021
Q4 | $11.1M | Buy |
+23,271
| New | +$11.1M | 10.89% | 3 |
|