AIA
Armor 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 | $27.4M | Buy |
44,106
+1,662
| +4% | +$1.03M | 10.32% | 1 |
|
|
2025
Q1 | $23.8M | Buy |
42,444
+327
| +0.8% | +$184K | 9.87% | 1 |
|
|
2024
Q4 | $24.8M | Buy |
42,117
+2,806
| +7% | +$1.65M | 10.19% | 1 |
|
|
2024
Q3 | $22.7M | Buy |
39,311
+8,899
| +29% | +$5.13M | 9.39% | 1 |
|
|
2024
Q2 | $16.6M | Buy |
30,412
+13,003
| +75% | +$7.12M | 7.68% | 1 |
|
|
2024
Q1 | $9.15M | Buy |
17,409
+5,424
| +45% | +$2.85M | 4.4% | 6 |
|
|
2023
Q4 | $5.72M | Buy |
11,985
+332
| +3% | +$159K | 3.02% | 7 |
|
|
2023
Q3 | $5M | Buy |
11,653
+1,147
| +11% | +$493K | 2.97% | 8 |
|
|
2023
Q2 | $4.68M | Buy |
10,506
+596
| +6% | +$266K | 2.84% | 9 |
|
|
2023
Q1 | $4.07M | Buy |
9,910
+1,395
| +16% | +$573K | 2.33% | 12 |
|
|
2022
Q4 | $3.27M | Buy |
8,515
+1,369
| +19% | +$526K | 1.99% | 16 |
|
|
2022
Q3 | $2.56M | Buy |
7,146
+2,426
| +51% | +$870K | 1.75% | 17 |
|
|
2022
Q2 | $1.79M | Buy |
4,720
+522
| +12% | +$198K | 1.16% | 29 |
|
|
2022
Q1 | $1.91M | Buy |
4,198
+1,933
| +85% | +$877K | 1.08% | 31 |
|
|
2021
Q4 | $1.08M | Buy |
2,265
+704
| +45% | +$336K | 0.61% | 47 |
|
|
2021
Q3 | $673K | Sell |
1,561
-10
| -0.6% | -$4.31K | 0.42% | 60 |
|
|
2021
Q2 | $675K | Buy |
1,571
+231
| +17% | +$99.3K | 0.41% | 60 |
|
|
2021
Q1 | $533K | Hold |
1,340
| – | – | 0.35% | 66 |
|
|
2020
Q4 | $503K | Buy |
1,340
+9
| +0.7% | +$3.38K | 0.36% | 66 |
|
|
2020
Q3 | $447K | Hold |
1,331
| – | – | 0.38% | 62 |
|
|
2020
Q2 | $412K | Hold |
1,331
| – | – | 0.36% | 64 |
|
|
2020
Q1 | $344K | Hold |
1,331
| – | – | 0.35% | 62 |
|
|
2019
Q4 | $430K | Sell |
1,331
-132
| -9% | -$42.6K | 0.33% | 69 |
|
|
2019
Q3 | $437K | Sell |
1,463
-20
| -1% | -$5.97K | 0.36% | 67 |
|
|
2019
Q2 | $437K | Sell |
1,483
-1,561
| -51% | -$460K | 0.37% | 68 |
|
|
2019
Q1 | $866K | Buy |
3,044
+1,585
| +109% | +$451K | 0.75% | 45 |
|
|
2018
Q4 | $367K | Hold |
1,459
| – | – | 0.37% | 68 |
|
|
2018
Q3 | $427K | Sell |
1,459
-370
| -20% | -$108K | 0.38% | 64 |
|
|
2018
Q2 | $499K | Sell |
1,829
-165
| -8% | -$45K | 0.45% | 60 |
|
|
2018
Q1 | $529K | Buy |
1,994
+300
| +18% | +$79.6K | 0.48% | 60 |
|
|
2017
Q4 | $455K | Sell |
1,694
-20
| -1% | -$5.37K | 0.41% | 66 |
|
|
2017
Q3 | $434K | Buy |
1,714
+55
| +3% | +$13.9K | 0.41% | 66 |
|
|
2017
Q2 | $404K | Buy |
1,659
+29
| +2% | +$7.06K | 0.4% | 68 |
|
|
2017
Q1 | $387K | Sell |
1,630
-150
| -8% | -$35.6K | 0.39% | 66 |
|
|
2016
Q4 | $400K | Buy |
+1,780
| New | +$400K | 0.41% | 66 |
|