TCV Trust & Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.87M | Hold |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.71M | Sell |
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|
2021
Q3 | $1.57M | Sell |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $317K | Hold |
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|
2019
Q1 | $306K | Sell |
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|
2018
Q4 | $293K | Sell |
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|
2018
Q3 | $407K | Hold |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $364K | Sell |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $517K | Hold |
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|
2017
Q2 | $498K | Hold |
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|
2017
Q1 | $484K | Hold |
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|
2016
Q4 | $460K | Hold |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $451K | Sell |
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|
2016
Q1 | $463K | Hold |
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|
2015
Q4 | $459K | Hold |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $708K | Buy |
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|
2015
Q1 | $624K | Hold |
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|
2014
Q4 | $621K | Buy |
|