AAS
Asset Allocation 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 | $1.04M | Sell |
1,676
-1,779
| -51% | -$1.1M | 0.23% | 81 |
|
|
2025
Q1 | $1.94M | Buy |
3,455
+789
| +30% | +$443K | 0.48% | 51 |
|
|
2024
Q4 | $1.62M | Buy |
2,666
+325
| +14% | +$197K | 0.39% | 60 |
|
|
2024
Q3 | $1.35M | Buy |
2,341
+1,960
| +514% | +$1.13M | 0.38% | 56 |
|
|
2024
Q2 | $209K | Buy |
+381
| New | +$209K | 0.07% | 88 |
|