Altiora Financial Group
IVV icon

Altiora Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Altiora Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.43M Sell
1,866
-1,859
-50% -$1.42M 0.23% 46
2026
Q2 		$2.79M Sell
3,725
-54
-1% -$39.3K 0.44% 39
2026
Q1 		$2.47M Buy
3,779
+1,222
+48% +$834K 0.41% 40
2025
Q4 		$1.75M Sell
2,557
-65
-2% -$44.1K 0.3% 43
2025
Q3 		$1.75M Sell
2,622
-86
-3% -$55.4K 0.32% 40
2025
Q2 		$1.68M Buy
2,708
+140
+5% +$80.4K 0.33% 42
2025
Q1 		$1.44M Hold
2,568
– – 0.31% 41
2024
Q4 		$1.51M Buy
2,568
+750
+41% +$444K 0.33% 38
2024
Q3 		$1.05M Hold
1,818
– – 0.23% 46
2024
Q2 		$995K Buy
1,818
+230
+14% +$121K 0.24% 44
2024
Q1 		$835K Hold
1,588
– – 0.23% 41
2023
Q4 		$758K Buy
1,588
+611
+63% +$273K 0.22% 42
2023
Q3 		$420K Sell
977
-500
-34% -$224K 0.19% 41
2023
Q2 		$658K Sell
1,477
-61
-4% -$25.7K 0.29% 33
2023
Q1 		$632K Hold
1,538
– – 0.29% 35
2022
Q4 		$591K Buy
+1,538
New +$594K 0.3% 31

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Altiora Financial Group's IVV Position: Q3 2026 in Review

Altiora Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 50% in Q3 2026, selling an estimated $1.42M and leaving 1,866 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #46.

Altiora Financial Group first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.79M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Altiora Financial Group held 1,866 shares of iShares Core S&P 500 ETF worth $1.43M as of Q3 2026.
  • Altiora Financial Group sold 1,859 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.42M.
  • iShares Core S&P 500 ETF made up 0.23% of Altiora Financial Group's portfolio in Q3 2026, its #46 holding.
  • Altiora Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Altiora Financial Group's iShares Core S&P 500 ETF position peaked at $2.79M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.