ACGA
Atlanta Consulting Group Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.7M | Buy |
78,470
+2,378
| +3% | +$1.48M | 13.34% | 1 |
|
2025
Q1 | $42.8M | Buy |
76,092
+53
| +0.1% | +$29.8K | 12.48% | 2 |
|
2024
Q4 | $44.8M | Sell |
76,039
-27,686
| -27% | -$16.3M | 16.51% | 1 |
|
2024
Q3 | $59.8M | Sell |
103,725
-52,720
| -34% | -$30.4M | 14.85% | 1 |
|
2024
Q2 | $85.6M | Buy |
156,445
+79,139
| +102% | +$43.3M | 18.46% | 1 |
|
2024
Q1 | $40.6M | Buy |
+77,306
| New | +$40.6M | 14.06% | 1 |
|