ACGA
IVV icon

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