AAS
Ameritas Advisory Services’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 | $11.5M | Sell |
18,468
-36,951
| -67% | -$22.9M | 0.6% | 30 |
|
|
2025
Q1 | $32.2M | Sell |
55,419
-46,651
| -46% | -$27.1M | 1.3% | 14 |
|
|
2024
Q4 | $60.1M | Buy |
102,070
+55,661
| +120% | +$32.8M | 2.07% | 5 |
|
|
2024
Q3 | $26.8M | Sell |
46,409
-44,829
| -49% | -$25.9M | 1.16% | 14 |
|
|
2024
Q2 | $49.9M | Buy |
91,238
+5,801
| +7% | +$3.17M | 1.88% | 5 |
|
|
2024
Q1 | $43.6M | Buy |
85,437
+19,392
| +29% | +$9.9M | 1.8% | 5 |
|
|
2023
Q4 | $32.9M | Buy |
66,045
+24,362
| +58% | +$12.1M | 1.81% | 4 |
|
|
2023
Q3 | $18M | Buy |
41,683
+26,782
| +180% | +$11.6M | 0.9% | 22 |
|
|
2023
Q2 | $6.57M | Sell |
14,901
-5,630
| -27% | -$2.48M | 0.84% | 21 |
|
|
2023
Q1 | $8.47M | Sell |
20,531
-45,387
| -69% | -$18.7M | 0.43% | 46 |
|
|
2022
Q4 | $25.3M | Buy |
65,918
+42,128
| +177% | +$16.2M | 1.18% | 14 |
|
|
2022
Q3 | $8.53M | Buy |
23,790
+4,904
| +26% | +$1.76M | 0.51% | 40 |
|
|
2022
Q2 | $7.16M | Buy |
18,886
+290
| +2% | +$110K | 0.41% | 46 |
|
|
2022
Q1 | $8.44M | Sell |
18,596
-6,184
| -25% | -$2.81M | 0.31% | 61 |
|
|
2021
Q4 | $11.8M | Buy |
+24,780
| New | +$11.8M | 0.43% | 49 |
|