Coign Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.88M Sell
12,692
-1,040
-8% -$646K 5.33% 5
2025
Q1
$7.72M Sell
13,732
-83
-0.6% -$46.6K 5.94% 5
2024
Q4
$8.13M Buy
+13,815
New +$8.13M 7.49% 2