IVC Wealth Advisors LLC
- SEC CIK
- 0001842811
- Latest filing
- Jul 14, 2026
SPGI holding history
S&P Global Inc. in every 13F filed by IVC Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 11
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −582−100.0% | Sold out | Holders |
| Q3 2024 | 582 | $300.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 582 | $259.6K | 0.1% | +15+2.6% | Added | Holders |
| Q1 2024 | 567 | $241.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 567 | $249.8K | 0.2% | +18+3.3% | Added | Holders |
| Q3 2023 | 549 | $200.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 549 | $220.1K | 0.1% | +549 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −599−100.0% | Sold out | Holders |
| Q2 2022 | 599 | $202.0K | 0.2% | +48+8.7% | Added | Holders |
| Q1 2022 | 551 | $226.0K | 0.1% | +2+0.4% | Added | Holders |
| Q4 2021 | 549 | $259.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2021 | 549 | $233.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2021 | 549 | $225.0K | 0.2% | +549 | New | Holders |