CCA
Cravens & Co Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $559K | Hold |
900
| – | – | 0.42% | 39 |
|
2025
Q1 | $506K | Hold |
900
| – | – | 0.39% | 42 |
|
2024
Q4 | $530K | Hold |
900
| – | – | 0.4% | 41 |
|
2024
Q3 | $519K | Hold |
900
| – | – | 0.4% | 41 |
|
2024
Q2 | $493K | Hold |
900
| – | – | 0.37% | 44 |
|
2024
Q1 | $473K | Hold |
900
| – | – | 0.39% | 46 |
|
2023
Q4 | $430K | Hold |
900
| – | – | 0.37% | 47 |
|
2023
Q3 | $386K | Hold |
900
| – | – | 0.36% | 49 |
|
2023
Q2 | $401K | Hold |
900
| – | – | 0.37% | 49 |
|
2023
Q1 | $370K | Hold |
900
| – | – | 0.35% | 50 |
|
2022
Q4 | $346K | Buy |
+900
| New | +$346K | 0.32% | 56 |
|