Coign Capital 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
$8.56M Buy
2025
Q2
$7.88M Sell
2025
Q1
$7.72M Sell
2024
Q4
$8.13M Buy