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iShares S&P 500 Index shares owned by Columbia Advisory Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Columbia Advisory Partners from 13F filings

Historical chart of Columbia Advisory Partners investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Columbia Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $292k 555 526.19
2023-12-31 $381k 798 477.60
2023-09-30 $344k 801 429.43
2023-06-30 $352k 789 445.71
2023-03-31 $440k 1.1k 410.93
2022-12-31 $648k 1.7k 384.15

More positions owned by Columbia Advisory Partners

Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Indl (XLI)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Amazon (AMZN)
Costco Wholesale Corporation (COST)

View all positions for Columbia Advisory Partners

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