Ownership history in C2C Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which C2C Wealth Management, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,984 | +188 | +1.5% | 7.50% | $8.9M | $683.12 |
| 2025 Q3 | ADDED | 12,796 | +13 | +0.1% | 7.35% | $8.6M | $665.17 |
| 2025 Q2 | ADDED | 12,783 | +107 | +0.8% | 7.19% | $7.9M | $615.21 |
| 2025 Q1 | ADDED | 12,676 | +176 | +1.4% | 6.69% | $7.1M | $555.02 |
| 2024 Q4 | UNCHANGED | 12,500 | — | 0% | 6.82% | $7.4M | $579.67 |
| 2024 Q3 | ADDED | 12,500 | +207 | +1.7% | 6.65% | $7.1M | $566.00 |
| 2024 Q2 | ADDED | 12,293 | +175 | +1.4% | 6.58% | $6.7M | $534.89 |
| 2024 Q1 | ADDED | 12,118 | +194 | +1.6% | 6.32% | $6.4M | $512.33 |
| 2023 Q4 | REDUCED | 11,924 | -2,116 | -15.1% | 4.84% | $5.7M | $463.98 |
| 2023 Q3 | ADDED | 14,040 | +10 | +0.1% | 0.85% | $6.0M | $415.48 |
As of 2025 Q4 — sorted by position size