TFC Financial 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 | $208M | Buy |
|
|||||
|
2025
Q1 | $165M | Buy |
|
|||||
|
2024
Q4 | $173M | Buy |
|
|||||
|
2024
Q3 | $168M | Sell |
|
|||||
|
2024
Q2 | $160M | Sell |
|
|||||
|
2024
Q1 | $155M | Buy |
|
|||||
|
2023
Q4 | $139M | Buy |
|
|||||
|
2023
Q3 | $122M | Buy |
|
|||||
|
2023
Q2 | $125M | Buy |
|
|||||
|
2023
Q1 | $109M | Buy |
|
|||||
|
2022
Q4 | $93.7M | Buy |
|
|||||
|
2022
Q3 | $85.8M | Buy |
|
|||||
|
2022
Q2 | $89M | Buy |
|
|||||
|
2022
Q1 | $104M | Buy |
|
|||||
|
2021
Q4 | $106M | Buy |
|
|||||
|
2021
Q3 | $93.1M | Buy |
|
|||||
|
2021
Q2 | $91.5M | Buy |
|
|||||
|
2021
Q1 | $83.9M | Buy |
|
|||||
|
2020
Q4 | $75M | Buy |
|
|||||
|
2020
Q3 | $62.6M | Buy |
|