AWS
Aspen Wealth Strategies’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 | $19.9M | Buy |
32,024
+353
| +1% | +$219K | 11.99% | 1 |
|
|
2025
Q1 | $17.8M | Buy |
31,671
+760
| +2% | +$427K | 11.66% | 1 |
|
|
2024
Q4 | $18.2M | Sell |
30,911
-1,179
| -4% | -$694K | 11.64% | 3 |
|
|
2024
Q3 | $18.5M | Buy |
32,090
+1,236
| +4% | +$713K | 11.93% | 3 |
|
|
2024
Q2 | $17.3M | Buy |
30,854
+153
| +0.5% | +$85.7K | 12.02% | 3 |
|
|
2024
Q1 | $16.1M | Buy |
30,701
+5,369
| +21% | +$2.82M | 11.15% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
25,332
+21,345
| +535% | +$10.2M | 8.8% | 4 |
|
|
2023
Q3 | $1.71M | Buy |
+3,987
| New | +$1.71M | 1.34% | 13 |
|