Canvas Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $8.39M | Buy |
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|
2024
Q2 | $7M | Buy |
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|
2024
Q1 | $6.06M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.78M | Buy |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $2.77M | Sell |
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|
2021
Q1 | $2.68M | Buy |
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