Capital Advisory Group Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Capital Advisory Group Advisory Services's IVV Position: Q3 2022 in Review
Capital Advisory Group Advisory Services sold out of iShares Core S&P 500 ETF (IVV) in Q3 2022, closing a stake of 12 shares — an estimated $5K sold.
Capital Advisory Group Advisory Services first reported a position in IVV in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.
- Capital Advisory Group Advisory Services reported no remaining iShares Core S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 12 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $5K.
- Capital Advisory Group Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2022 and held it in 2 quarters.
- Capital Advisory Group Advisory Services's iShares Core S&P 500 ETF position peaked at $5K in Q2 2022.
- 2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.
Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.