Colonial River Investments’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
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $4.5M | Buy |
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|
2024
Q2 | $4.25M | Sell |
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|
2024
Q1 | $5.29M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $4.43M | Buy |
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|
2022
Q3 | $759K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $744K | Buy |
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