AGA
Arkos Global 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 | $563K | Sell |
906
-14
| -2% | -$8.7K | 0.08% | 62 |
|
|
2025
Q1 | $517K | Hold |
920
| – | – | 0.08% | 67 |
|
|
2024
Q4 | $542K | Sell |
920
-503
| -35% | -$296K | 0.08% | 64 |
|
|
2024
Q3 | $821K | Buy |
1,423
+50
| +4% | +$28.8K | 0.12% | 53 |
|
|
2024
Q2 | $751K | Buy |
1,373
+10
| +0.7% | +$5.47K | 0.12% | 53 |
|
|
2024
Q1 | $717K | Buy |
1,363
+20
| +1% | +$10.5K | 0.12% | 56 |
|
|
2023
Q4 | $641K | Hold |
1,343
| – | – | 0.12% | 48 |
|
|
2023
Q3 | $577K | Buy |
1,343
+19
| +1% | +$8.16K | 0.12% | 45 |
|
|
2023
Q2 | $590K | Hold |
1,324
| – | – | 0.11% | 47 |
|
|
2023
Q1 | $544K | Sell |
1,324
-19
| -1% | -$7.81K | 0.11% | 51 |
|
|
2022
Q4 | $516K | Sell |
1,343
-12
| -0.9% | -$4.61K | 0.13% | 48 |
|
|
2022
Q3 | $486K | Hold |
1,355
| – | – | 0.15% | 41 |
|
|
2022
Q2 | $514K | Sell |
1,355
-25
| -2% | -$9.48K | 0.15% | 39 |
|
|
2022
Q1 | $626K | Sell |
1,380
-27
| -2% | -$12.2K | 0.16% | 39 |
|
|
2021
Q4 | $671K | Sell |
1,407
-41
| -3% | -$19.6K | 0.2% | 34 |
|
|
2021
Q3 | $624K | Buy |
1,448
+47
| +3% | +$20.3K | 0.21% | 33 |
|
|
2021
Q2 | $602K | Hold |
1,401
| – | – | 0.21% | 33 |
|
|
2021
Q1 | $557K | Hold |
1,401
| – | – | 0.21% | 34 |
|
|
2020
Q4 | $526K | Hold |
1,401
| – | – | 0.22% | 35 |
|
|
2020
Q3 | $471K | Buy |
1,401
+519
| +59% | +$174K | 0.22% | 39 |
|
|
2020
Q2 | $273K | Buy |
+882
| New | +$273K | 0.14% | 70 |
|
|
2020
Q1 | – | Sell |
-650
| Closed | -$210K | – | 63 |
|
|
2019
Q4 | $210K | Buy |
+650
| New | +$210K | 0.14% | 49 |
|