Altiora 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 | $1.68M | Buy |
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|
2025
Q1 | $1.44M | Hold |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.05M | Hold |
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|
2024
Q2 | $995K | Buy |
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|
2024
Q1 | $835K | Hold |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $658K | Sell |
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|
2023
Q1 | $632K | Hold |
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|
2022
Q4 | $591K | Buy |
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