Altiora Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
2,708
+140
| +5% | +$86.9K | 0.33% | 42 |
|
|
2025
Q1 | $1.44M | Hold |
2,568
| – | – | 0.31% | 41 |
|
|
2024
Q4 | $1.51M | Buy |
2,568
+750
| +41% | +$442K | 0.33% | 38 |
|
|
2024
Q3 | $1.05M | Hold |
1,818
| – | – | 0.23% | 46 |
|
|
2024
Q2 | $995K | Buy |
1,818
+230
| +14% | +$126K | 0.24% | 44 |
|
|
2024
Q1 | $835K | Hold |
1,588
| – | – | 0.23% | 41 |
|
|
2023
Q4 | $758K | Buy |
1,588
+611
| +63% | +$292K | 0.22% | 42 |
|
|
2023
Q3 | $420K | Sell |
977
-500
| -34% | -$215K | 0.19% | 41 |
|
|
2023
Q2 | $658K | Sell |
1,477
-61
| -4% | -$27.2K | 0.29% | 33 |
|
|
2023
Q1 | $632K | Hold |
1,538
| – | – | 0.29% | 35 |
|
|
2022
Q4 | $591K | Buy |
+1,538
| New | +$591K | 0.3% | 31 |
|