Columbia Asset Management’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 | $513K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $430K | Hold |
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|
2024
Q4 | $451K | Hold |
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|
2024
Q3 | $442K | Hold |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $345K | Hold |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $269K | Buy |
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|
2021
Q4 | $338K | Hold |
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|
2021
Q3 | $305K | Buy |
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