AFG
Atomi Financial Group’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 | $72.1M | Buy |
116,139
+4,344
| +4% | +$2.7M | 2.73% | 3 |
|
|
2025
Q1 | $62.8M | Buy |
111,795
+15,042
| +16% | +$8.45M | 2.86% | 2 |
|
|
2024
Q4 | $57M | Buy |
96,753
+14,904
| +18% | +$8.77M | 2.88% | 3 |
|
|
2024
Q3 | $47.2M | Buy |
81,849
+25,569
| +45% | +$14.7M | 2.95% | 3 |
|
|
2024
Q2 | $30.8M | Buy |
56,280
+14,362
| +34% | +$7.86M | 2.28% | 4 |
|
|
2024
Q1 | $22M | Buy |
41,918
+16,126
| +63% | +$8.48M | 2.03% | 4 |
|
|
2023
Q4 | $12.3M | Buy |
25,792
+1,889
| +8% | +$902K | 1.7% | 7 |
|
|
2023
Q3 | $10.3M | Buy |
23,903
+10,113
| +73% | +$4.34M | 3.43% | 2 |
|
|
2023
Q2 | $6.15M | Sell |
13,790
-3,031
| -18% | -$1.35M | 2.8% | 3 |
|
|
2023
Q1 | $6.91M | Buy |
+16,821
| New | +$6.91M | 3.86% | 2 |
|