AMBIA
Allen Mooney & Barnes Investment 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 | $588K | Sell |
947
-9
| -0.9% | -$5.59K | 0.1% | 93 |
|
|
2025
Q1 | $537K | Buy |
956
+142
| +17% | +$79.8K | 0.09% | 97 |
|
|
2024
Q4 | $479K | Hold |
814
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $470K | Sell |
814
-688
| -46% | -$397K | 0.08% | 106 |
|
|
2024
Q2 | $822K | Buy |
1,502
+242
| +19% | +$132K | 0.15% | 76 |
|
|
2024
Q1 | $656K | Buy |
1,260
+120
| +11% | +$62.5K | 0.13% | 87 |
|
|
2023
Q4 | $544K | Buy |
1,140
+342
| +43% | +$163K | 0.1% | 91 |
|
|
2023
Q3 | $343K | Buy |
798
+31
| +4% | +$13.3K | 0.07% | 111 |
|
|
2023
Q2 | $342K | Buy |
767
+2
| +0.3% | +$892 | 0.08% | 109 |
|
|
2023
Q1 | $315K | Sell |
765
-4
| -0.5% | -$1.65K | 0.08% | 110 |
|
|
2022
Q4 | $295K | Buy |
769
+3
| +0.4% | +$1.15K | 0.07% | 109 |
|
|
2022
Q3 | $275K | Buy |
766
+41
| +6% | +$14.7K | 0.07% | 113 |
|
|
2022
Q2 | $275K | Sell |
725
-4,803
| -87% | -$1.82M | 0.07% | 117 |
|
|
2022
Q1 | $2.51M | Buy |
+5,528
| New | +$2.51M | 0.56% | 50 |
|