EMAM
Encompass More Asset 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 | $4.29M | Buy |
6,911
+989
| +17% | +$614K | 1% | 25 |
|
|
2025
Q1 | $3.33M | Buy |
5,922
+703
| +13% | +$395K | 0.99% | 28 |
|
|
2024
Q4 | $3.07M | Buy |
+5,219
| New | +$3.07M | 1.01% | 24 |
|
|
2024
Q2 | – | Sell |
-1,851
| Closed | -$973K | – | 119 |
|
|
2024
Q1 | $973K | Buy |
1,851
+473
| +34% | +$249K | 0.81% | 29 |
|
|
2023
Q4 | $658K | Buy |
+1,378
| New | +$658K | 0.74% | 38 |
|