ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Altus Wealth Group LLC's Holding History (CIK: 0001842572)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 46,663 Value ($000) $31,961 Avg Close Range
Q3 2025
Shares 44,588 Value ($000) $29,843 Avg Close Range
Q2 2025
Shares 43,563 Value ($000) $27,048 Avg Close Range
Q1 2025
Shares 46,769 Value ($000) $26,280 Avg Close Range
Q4 2024
Shares 35,177 Value ($000) $20,708 Avg Close Range
Q3 2024
Shares 32,525 Value ($000) $18,761 Avg Close Range
Q2 2024
Shares 27,430 Value ($000) $15,011 Avg Close Range
Q1 2024
Shares 18,242 Value ($000) $9,590 Avg Close Range
Q4 2023
Shares 16,396 Value ($000) $7,831 Avg Close Range
Q3 2023
Shares 16,012 Value ($000) $6,876 Avg Close Range
Q2 2023
Shares 8,372 Value ($000) $3,731 Avg Close Range
Q1 2023
Shares 7,906 Value ($000) $3,250 Avg Close Range
Q4 2022
Shares 7,744 Value ($000) $2,975 Avg Close Range