Criterion Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.29M Hold
2,351
0.81% 36
2024
Q3
$1.29M Hold
2,351
0.81% 36
2024
Q2
$1.29M Sell
2,351
-248
-10% -$136K 0.81% 36
2024
Q1
$1.37M Sell
2,599
-3
-0.1% -$1.58K 0.91% 34
2023
Q4
$1.24M Buy
+2,602
New +$1.24M 0.9% 33