AFA
American Financial 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 | $4.23M | Buy |
6,812
+1,887
| +38% | +$1.17M | 0.59% | 29 |
|
|
2025
Q1 | $2.77M | Buy |
4,925
+49
| +1% | +$27.5K | 0.4% | 32 |
|
|
2024
Q4 | $2.87M | Buy |
4,876
+29
| +0.6% | +$17.1K | 0.4% | 32 |
|
|
2024
Q3 | $2.8M | Sell |
4,847
-212
| -4% | -$122K | 0.38% | 35 |
|
|
2024
Q2 | $2.77M | Sell |
5,059
-209
| -4% | -$114K | 0.39% | 34 |
|
|
2024
Q1 | $2.77M | Buy |
5,268
+129
| +3% | +$67.8K | 0.39% | 35 |
|
|
2023
Q4 | $2.45M | Buy |
5,139
+1,005
| +24% | +$480K | 0.36% | 37 |
|
|
2023
Q3 | $1.78M | Buy |
4,134
+179
| +5% | +$76.9K | 0.28% | 43 |
|
|
2023
Q2 | $1.76M | Buy |
3,955
+42
| +1% | +$18.7K | 0.28% | 45 |
|
|
2023
Q1 | $1.61M | Buy |
3,913
+6
| +0.2% | +$2.47K | 0.26% | 46 |
|
|
2022
Q4 | $1.5M | Buy |
3,907
+962
| +33% | +$370K | 0.25% | 46 |
|
|
2022
Q3 | $1.06M | Buy |
2,945
+262
| +10% | +$93.9K | 0.18% | 51 |
|
|
2022
Q2 | $1.02M | Buy |
2,683
+2
| +0.1% | +$758 | 0.27% | 32 |
|
|
2022
Q1 | $1.22M | Buy |
2,681
+2
| +0.1% | +$907 | 0.17% | 53 |
|
|
2021
Q4 | $1.28M | Buy |
2,679
+10
| +0.4% | +$4.77K | 0.16% | 53 |
|
|
2021
Q3 | $1.15M | Buy |
2,669
+18
| +0.7% | +$7.76K | 0.15% | 56 |
|
|
2021
Q2 | $1.14M | Buy |
2,651
+12
| +0.5% | +$5.16K | 0.16% | 55 |
|
|
2021
Q1 | $1.05M | Sell |
2,639
-79
| -3% | -$31.4K | 0.16% | 58 |
|
|
2020
Q4 | $1.02M | Sell |
2,718
-9
| -0.3% | -$3.38K | 0.15% | 59 |
|
|
2020
Q3 | $916K | Sell |
2,727
-23
| -0.8% | -$7.73K | 0.15% | 55 |
|
|
2020
Q2 | $885K | Buy |
2,750
+4
| +0.1% | +$1.29K | 0.14% | 56 |
|
|
2020
Q1 | $791K | Sell |
2,746
-217
| -7% | -$62.5K | 0.14% | 55 |
|
|
2019
Q4 | $880K | Sell |
2,963
-90
| -3% | -$26.7K | 0.15% | 47 |
|
|
2019
Q3 | $911K | Sell |
3,053
-1,631
| -35% | -$487K | 0.17% | 48 |
|
|
2019
Q2 | $1.38M | Sell |
4,684
-4
| -0.1% | -$1.18K | 0.27% | 44 |
|
|
2019
Q1 | $1.33M | Sell |
4,688
-249
| -5% | -$70.9K | 0.27% | 45 |
|
|
2018
Q4 | $1.24M | Buy |
+4,937
| New | +$1.24M | 0.27% | 42 |
|