AWM Capital’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.06M | Sell |
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|
2025
Q2 | $8.41M | Hold |
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|
2025
Q1 | $7.61M | Buy |
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|
2024
Q4 | $7.97M | Sell |
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|
2024
Q3 | $7.91M | Buy |
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|
2024
Q2 | $6.08M | Buy |
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|
2024
Q1 | $5.84M | Buy |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.1M | Hold |
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|
2023
Q2 | $2.18M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $873K | Hold |
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|
2022
Q3 | $903K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $1.19M | Hold |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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