AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $329K | Sell |
570
-21
| -4% | -$12.1K | 0.18% | 78 |
|
|
2024
Q2 | $323K | Buy |
591
+107
| +22% | +$58.6K | 0.19% | 80 |
|
|
2024
Q1 | $254K | Buy |
484
+129
| +36% | +$67.8K | 0.15% | 83 |
|
|
2023
Q4 | $170K | Hold |
355
| – | – | 0.12% | 96 |
|
|
2023
Q3 | $152K | Hold |
355
| – | – | 0.12% | 97 |
|
|
2023
Q2 | $158K | Hold |
355
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $146K | Buy |
355
+328
| +1,215% | +$135K | 0.12% | 97 |
|
|
2022
Q4 | $10.4K | Hold |
27
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $10K | Sell |
27
-1,868
| -99% | -$692K | 0.01% | 142 |
|
|
2022
Q2 | $718K | Buy |
1,895
+1,848
| +3,932% | +$700K | 0.66% | 34 |
|
|
2022
Q1 | $21K | Sell |
47
-2,199
| -98% | -$983K | 0.02% | 136 |
|
|
2021
Q4 | $1.07M | Buy |
+2,246
| New | +$1.07M | 0.87% | 33 |
|