Capital Advisors Inc’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
Q3 | $2.21M | Buy |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.04M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.62M | Hold |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $649K | Sell |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $382K | Buy |
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