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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Altiora Financial Group's IVV Position: Q1 2026 in Review

Altiora Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 48% in Q1 2026, buying an estimated $834K and bringing the position to 3,779 shares worth $2.47M. The position accounts for 0.41% of the portfolio, ranked #40.

Altiora Financial Group first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Altiora Financial Group held 3,779 shares of iShares Core S&P 500 ETF worth $2.47M as of Q1 2026.
Altiora Financial Group bought 1,222 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $834K.
iShares Core S&P 500 ETF made up 0.41% of Altiora Financial Group's portfolio in Q1 2026, its #40 holding.
Altiora Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.