Texas Yale Capital Corp’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 | $2.98M | Buy |
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|
2025
Q1 | $2.47M | Hold |
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|
2024
Q4 | $2.58M | Hold |
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|
2024
Q3 | $2.53M | Buy |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $227K | Hold |
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|
2021
Q3 | $205K | Buy |
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