Column Capital 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
2023
Q3
$2.37M Buy
2023
Q2
$2.3M Buy
2023
Q1
$2.12M Sell
2022
Q4
$2M Sell
2022
Q3
$1.9M Hold
2022
Q2
$2M Buy
2022
Q1
$2.29M Buy
2021
Q4
$2.41M Buy
2021
Q3
$1.86M Sell
2021
Q2
$1.86M Buy
2021
Q1
$1.72M Sell
2020
Q4
$1.74M Sell
2020
Q3
$1.57M Buy
2020
Q2
$1.38M Buy
2020
Q1
$927K Sell
2019
Q4
$1.26M Buy