Back to RAL

IVC Wealth Advisors LLC → RAL

IVC Wealth Advisors LLC RAL Position History

Ralliant Corporation • Industrials

Quarters held
4
Latest value
$1.8M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$1.1M
Q2 2026$2M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M26.1K——
Q2 2026$2M27.1K——
Q1 2026$1.1M26.8K——
Q4 2025$1.1M22.2K——

Other funds holding RAL

Other IVC Wealth Advisors LLC positions

VGES

VANGUARD INDEX FDS

$24.7M
VGES

VANGUARD INDEX FDS

$23.6M
VGES

VANGUARD INDEX FDS

$22.7M
VGES

VANGUARD INDEX FDS

$20.3M
PPT

PUTNAM ETF TRUST

$16.8M
PPT

PUTNAM ETF TRUST

$16.2M
AAPL

APPLE INC

$16.1M
AAPL

APPLE INC

$15.9M