AWA
Amplius 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 | $900K | Buy |
1,449
+31
| +2% | +$19.2K | 0.08% | 87 |
|
|
2025
Q1 | $797K | Buy |
1,418
+5
| +0.4% | +$2.81K | 0.08% | 86 |
|
|
2024
Q4 | $832K | Buy |
1,413
+5
| +0.4% | +$2.94K | 0.09% | 80 |
|
|
2024
Q3 | $812K | Buy |
1,408
+5
| +0.4% | +$2.89K | 0.09% | 78 |
|
|
2024
Q2 | $768K | Buy |
+1,403
| New | +$768K | 0.09% | 80 |
|
|
2022
Q1 | – | Sell |
-995
| Closed | -$474K | – | 535 |
|
|
2021
Q4 | $474K | Buy |
+995
| New | +$474K | 0.07% | 110 |
|