Albion Financial Group’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
Q2 | $9.51K | Sell |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $133K | Buy |
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|
2024
Q3 | $114K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $5.37M | Buy |
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|
2023
Q1 | $1.65K | Hold |
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|
2022
Q4 | $1.54K | Buy |
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