Altrius Capital Management’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
Q3 | $253K | Sell |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $375K | Hold |
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|
2022
Q4 | $351K | Hold |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $353K | Buy |
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