Columbia Advisory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Columbia Advisory Partners’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Buy
2025 Q2	$209K	Buy
2024 Q2	–	Sell
2024 Q1	$292K	Sell
2023 Q4	$381K	Sell
2023 Q3	$344K	Buy
2023 Q2	$352K	Sell
2023 Q1	$440K	Sell
2022 Q4	$648K	Buy