TD Private Client Wealth’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
$41.5M Buy
2025
Q1
$36M Buy
2024
Q4
$35.2M Sell
2024
Q3
$35.3M Sell
2024
Q2
$59.8M Buy
2024
Q1
$54.1M Buy
2023
Q4
$46.9M Buy
2023
Q3
$39.4M Buy
2023
Q2
$37.4M Buy
2023
Q1
$33.4M Buy
2022
Q4
$27.7M Buy
2022
Q3
$10.2M Buy
2022
Q2
$10.4M Sell
2022
Q1
$15.1M Sell
2021
Q4
$18.2M Sell
2021
Q3
$16.7M Buy
2021
Q2
$16.2M Sell
2021
Q1
$15.7M Buy
2020
Q4
$14.3M Buy
2020
Q3
$11.3M Sell
2020
Q2
$11.1M Sell
2020
Q1
$11.6M Sell
2019
Q4
$18.5M Buy