Colony Family Offices’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 | $4.97M | Sell |
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|
2025
Q2 | $9.06M | Buy |
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|
2025
Q1 | $4.19M | Buy |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.37M | Buy |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.47M | Hold |
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|
2023
Q4 | $2.24M | Sell |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $4.07M | Sell |
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|
2022
Q4 | $3.82M | Sell |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $919K | Buy |
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|
2020
Q4 | $117K | Buy |
|