Continuum Wealth 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 | $28.2M | Buy |
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|
2025
Q2 | $24.9M | Sell |
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|
2025
Q1 | $29.5M | Sell |
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|
2024
Q4 | $31.1M | Buy |
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|
2024
Q3 | $28.7M | Sell |
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|
2024
Q2 | $29.1M | Buy |
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|
2024
Q1 | $22.1M | Buy |
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|
2023
Q4 | $17.2M | Buy |
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|
2023
Q3 | $8.01M | Buy |
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|
2023
Q2 | $7.61M | Buy |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $314K | Buy |
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