Continuum Advisory’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 | $9.01M | Sell |
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|
2025
Q2 | $8.41M | Sell |
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|
2025
Q1 | $8.3M | Sell |
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|
2024
Q4 | $8.94M | Sell |
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|
2024
Q3 | $9.36M | Sell |
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|
2024
Q2 | $8.68M | Buy |
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|
2024
Q1 | $8.26M | Sell |
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|
2023
Q4 | $8.85M | Buy |
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|
2023
Q3 | $6.16M | Buy |
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|
2023
Q2 | $6.37M | Sell |
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|
2023
Q1 | $6.31M | Buy |
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|
2022
Q4 | $4.68M | Sell |
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|
2022
Q3 | $7.36M | Buy |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $5.17M | Buy |
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|
2021
Q4 | $5.86M | Buy |
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|
2021
Q3 | $5.17M | Buy |
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|
2021
Q2 | $4.1M | Buy |
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|
2021
Q1 | $3.46M | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $3.27M | Sell |
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|
2020
Q1 | $3.45M | Sell |
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|
2019
Q4 | $4.74M | Sell |
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|
2019
Q3 | $4.44M | Sell |
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|
2019
Q2 | $4.99M | Sell |
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|
2019
Q1 | $6.13M | Buy |
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|
2018
Q4 | $4.48M | Buy |
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|
2018
Q3 | $4.54M | Sell |
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|
2018
Q2 | $4.59M | Sell |
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|
2018
Q1 | $4.97M | Sell |
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|
2017
Q4 | $5.68M | Buy |
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|
2017
Q3 | $5.09M | Buy |
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|
2017
Q2 | $3.81M | Buy |
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|
2017
Q1 | $3.46M | Buy |
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