Ownership history in Certified Advisory Corp · 31 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in ISHARES S&P 500 INDEX (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 | REDUCED | 34,816 | -673 | -1.9% | 2.17% | $23.8M | $683.12 |
| 2025 Q3 | REDUCED | 35,489 | -195 | -0.5% | 2.26% | $23.8M | $665.17 |
| 2025 Q2 | REDUCED | 35,684 | -99 | -0.3% | 2.30% | $22.2M | $615.21 |
| 2025 Q1 | REDUCED | 35,783 | -725 | -2.0% | 2.28% | $20.1M | $555.02 |
As of 2025 Q4 — sorted by position size