Altus Wealth 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 | $27M | Sell |
43,563
-3,206
| -7% | -$1.99M | 11.97% | 1 |
|
|
2025
Q1 | $26.3M | Buy |
46,769
+11,592
| +33% | +$6.51M | 12.31% | 1 |
|
|
2024
Q4 | $20.7M | Buy |
35,177
+2,652
| +8% | +$1.56M | 9.16% | 1 |
|
|
2024
Q3 | $18.8M | Buy |
32,525
+5,095
| +19% | +$2.94M | 8.02% | 1 |
|
|
2024
Q2 | $15M | Buy |
27,430
+9,188
| +50% | +$5.03M | 7.52% | 1 |
|
|
2024
Q1 | $9.59M | Buy |
18,242
+1,846
| +11% | +$970K | 4.81% | 2 |
|
|
2023
Q4 | $7.83M | Buy |
16,396
+384
| +2% | +$183K | 4.34% | 5 |
|
|
2023
Q3 | $6.88M | Buy |
16,012
+7,640
| +91% | +$3.28M | 4.36% | 4 |
|
|
2023
Q2 | $3.73M | Buy |
8,372
+466
| +6% | +$208K | 2.29% | 9 |
|
|
2023
Q1 | $3.25M | Buy |
7,906
+162
| +2% | +$66.6K | 2.19% | 12 |
|
|
2022
Q4 | $2.98M | Buy |
+7,744
| New | +$2.98M | 2.26% | 10 |
|