AIA
Allied 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 | $350K | Sell |
563
-64
| -10% | -$39.7K | 0.06% | 69 |
|
|
2025
Q1 | $352K | Sell |
627
-36
| -5% | -$20.2K | 0.07% | 65 |
|
|
2024
Q4 | $390K | Sell |
663
-23
| -3% | -$13.5K | 0.08% | 59 |
|
|
2024
Q3 | $396K | Buy |
+686
| New | +$396K | 0.08% | 57 |
|
|
2023
Q3 | – | Sell |
-475
| Closed | -$212K | – | 61 |
|
|
2023
Q2 | $212K | Buy |
+475
| New | +$212K | 0.06% | 56 |
|