CGN 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
Q3 | $2.69M | Buy |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $6.26M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $5.51M | Sell |
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|
2022
Q3 | $6.39M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $7.25M | Buy |
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|
2021
Q4 | $6.9M | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $604K | Buy |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $828K | Buy |
|