AWM
Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
572
+447
| +358% | +$278K | 0.1% | 112 |
|
|
2025
Q1 | $70.2K | Sell |
125
-9
| -7% | -$5.06K | 0.02% | 197 |
|
|
2024
Q4 | $78.9K | Sell |
134
-19
| -12% | -$11.2K | 0.02% | 190 |
|
|
2024
Q3 | $88.3K | Buy |
153
+19
| +14% | +$11K | 0.03% | 183 |
|
|
2024
Q2 | $73.3K | Sell |
134
-1
| -0.7% | -$547 | 0.02% | 193 |
|
|
2024
Q1 | $71K | Hold |
135
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $64.5K | Sell |
135
-10
| -7% | -$4.78K | 0.02% | 218 |
|
|
2023
Q3 | $62.3K | Hold |
145
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $64.6K | Hold |
145
| – | – | 0.02% | 231 |
|
|
2023
Q1 | $59.6K | Sell |
145
-241
| -62% | -$99.1K | 0.02% | 233 |
|
|
2022
Q4 | $148K | Hold |
386
| – | – | 0.06% | 145 |
|
|
2022
Q3 | $146K | Hold |
386
| – | – | 0.07% | 137 |
|
|
2022
Q2 | $146K | Hold |
386
| – | – | 0.06% | 153 |
|
|
2022
Q1 | $175K | Hold |
386
| – | – | 0.06% | 153 |
|
|
2021
Q4 | $184K | Hold |
386
| – | – | 0.07% | 129 |
|
|
2021
Q3 | $166K | Hold |
386
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $166K | Hold |
386
| – | – | 0.07% | 127 |
|
|
2021
Q1 | $154K | Sell |
386
-17
| -4% | -$6.78K | 0.07% | 125 |
|
|
2020
Q4 | $151K | Buy |
403
+355
| +740% | +$133K | 0.08% | 123 |
|
|
2020
Q3 | $16K | Hold |
48
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $15K | Hold |
48
| – | – | 0.01% | 225 |
|
|
2020
Q1 | $12K | Sell |
48
-42
| -47% | -$10.5K | 0.01% | 222 |
|
|
2019
Q4 | $29K | Buy |
+90
| New | +$29K | 0.02% | 203 |
|