AHIA
Andrew Hill 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 | $537K | Sell |
864
-128
| -13% | -$79.5K | 0.43% | 39 |
|
|
2025
Q1 | $558K | Sell |
992
-350
| -26% | -$197K | 0.54% | 34 |
|
|
2024
Q4 | $791K | Sell |
1,342
-177
| -12% | -$104K | 0.59% | 36 |
|
|
2024
Q3 | $876K | Sell |
1,519
-7
| -0.5% | -$4.04K | 0.66% | 36 |
|
|
2024
Q2 | $835K | Sell |
1,526
-28
| -2% | -$15.3K | 0.69% | 32 |
|
|
2024
Q1 | $817K | Buy |
1,554
+116
| +8% | +$61K | 0.72% | 35 |
|
|
2023
Q4 | $687K | Buy |
+1,438
| New | +$687K | 0.72% | 35 |
|
|
2022
Q3 | $438K | Sell |
1,224
-4
| -0.3% | -$1.43K | 0.59% | 32 |
|
|
2022
Q2 | $465K | Buy |
1,228
+129
| +12% | +$48.8K | 0.67% | 34 |
|
|
2022
Q1 | $498K | Sell |
1,099
-59
| -5% | -$26.7K | 0.55% | 39 |
|
|
2021
Q4 | $552K | Buy |
+1,158
| New | +$552K | 0.52% | 40 |
|