Altus Wealth Group’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 | $29.8M | Buy |
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|
2025
Q2 | $27M | Sell |
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|
2025
Q1 | $26.3M | Buy |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $9.59M | Buy |
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|
2023
Q4 | $7.83M | Buy |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $3.73M | Buy |
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $2.98M | Buy |
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