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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Columbia Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 344 | 669.38 |
| 2025-06-30 | $209k | 336 | 620.90 |
| 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
View all positions for Columbia Advisory Partners