DAS
Diversify Advisory Services’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 | $22M | Buy |
34,038
+349
| +1% | +$225K | 0.84% | 22 |
|
|
2025
Q1 | $18.8M | Sell |
33,689
-4,828
| -13% | -$2.69M | 1.17% | 16 |
|
|
2024
Q4 | $22.5M | Sell |
38,517
-585
| -1% | -$341K | 1.24% | 13 |
|
|
2024
Q3 | $22.9M | Sell |
39,102
-2,728
| -7% | -$1.6M | 1.23% | 13 |
|
|
2024
Q2 | $23.4M | Sell |
41,830
-13,375
| -24% | -$7.48M | 1.28% | 13 |
|
|
2024
Q1 | $29M | Buy |
+55,205
| New | +$29M | 1.71% | 8 |
|