AWM
Aries Wealth Management’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 | $586K | Hold |
943
| – | – | 0.15% | 125 |
|
|
2025
Q1 | $530K | Sell |
943
-226
| -19% | -$127K | 0.14% | 131 |
|
|
2024
Q4 | $688K | Hold |
1,169
| – | – | 0.19% | 114 |
|
|
2024
Q3 | $674K | Hold |
1,169
| – | – | 0.19% | 111 |
|
|
2024
Q2 | $640K | Buy |
1,169
+150
| +15% | +$82.1K | 0.2% | 107 |
|
|
2024
Q1 | $536K | Sell |
1,019
-86
| -8% | -$45.2K | 0.17% | 123 |
|
|
2023
Q4 | $528K | Buy |
+1,105
| New | +$528K | 0.19% | 118 |
|
|
2022
Q2 | – | Sell |
-20,213
| Closed | -$9.17M | – | 202 |
|
|
2022
Q1 | $9.17M | Buy |
20,213
+19,757
| +4,333% | +$8.96M | 3.97% | 7 |
|
|
2021
Q4 | $218K | Buy |
+456
| New | +$218K | 0.08% | 169 |
|