APA
Astoria Portfolio 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 | $453K | Buy |
711
+26
| +4% | +$16.6K | 0.13% | 145 |
|
|
2025
Q1 | $368K | Buy |
+685
| New | +$368K | 0.13% | 147 |
|
|
2024
Q4 | – | Sell |
-542
| Closed | -$316K | – | 223 |
|
|
2024
Q3 | $316K | Buy |
+542
| New | +$316K | 0.11% | 143 |
|
|
2023
Q3 | – | Sell |
-485
| Closed | -$219K | – | 181 |
|
|
2023
Q2 | $219K | Buy |
+485
| New | +$219K | 0.08% | 175 |
|
|
2023
Q1 | – | Sell |
-2,997
| Closed | -$1.19M | – | 205 |
|
|
2022
Q4 | $1.19M | Buy |
+2,997
| New | +$1.19M | 0.56% | 30 |
|