AFG
Albion Financial Group’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 | $9.51K | Sell |
15
-2,649
| -99% | -$1.68M | ﹤0.01% | 372 |
|
|
2025
Q1 | $1.5M | Buy |
2,664
+2,438
| +1,079% | +$1.37M | 0.11% | 96 |
|
|
2024
Q4 | $133K | Buy |
226
+29
| +15% | +$17.1K | 0.01% | 196 |
|
|
2024
Q3 | $114K | Sell |
197
-635
| -76% | -$367K | 0.01% | 194 |
|
|
2024
Q2 | $455K | Buy |
832
+464
| +126% | +$254K | 0.03% | 145 |
|
|
2024
Q1 | $193K | Sell |
368
-736
| -67% | -$387K | 0.01% | 178 |
|
|
2023
Q4 | $527K | Sell |
1,104
-456
| -29% | -$218K | 0.04% | 140 |
|
|
2023
Q3 | $670K | Sell |
1,560
-10,491
| -87% | -$4.51M | 0.06% | 117 |
|
|
2023
Q2 | $5.37M | Buy |
12,051
+12,047
| +301,175% | +$5.37M | 0.47% | 47 |
|
|
2023
Q1 | $1.65K | Hold |
4
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $1.54K | Buy |
+4
| New | +$1.54K | ﹤0.01% | 397 |
|