Colton Groome Financial 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 | $57.5M | Buy |
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|
2025
Q2 | $50.6M | Buy |
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|
2025
Q1 | $43.9M | Sell |
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|
2024
Q4 | $55.2M | Buy |
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|
2024
Q3 | $53.7M | Buy |
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|
2024
Q2 | $50M | Buy |
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|
2024
Q1 | $46.3M | Buy |
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|
2023
Q4 | $40.2M | Buy |
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|
2023
Q3 | $32.2M | Buy |
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|
2023
Q2 | $30.2M | Buy |
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|
2023
Q1 | $21.3M | Buy |
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|
2022
Q4 | $13.8M | Buy |
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|
2022
Q3 | $12.2M | Sell |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $9.81M | Buy |
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|
2021
Q2 | $5.08M | Buy |
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|
2021
Q1 | $3.22M | Buy |
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|
2020
Q4 | $1.08M | Buy |
|