Tolleson 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 | $2.89M | Sell |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $2.74M | Hold |
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|
2024
Q3 | $2.69M | Hold |
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|
2024
Q2 | $2.55M | Hold |
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|
2024
Q1 | $2.45M | Hold |
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|
2023
Q4 | $2.22M | Hold |
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|
2023
Q3 | $2.01M | Hold |
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|
2023
Q2 | $2.08M | Hold |
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|
2023
Q1 | $1.91M | Hold |
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|
2022
Q4 | $1.79M | Hold |
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|
2022
Q3 | $1.67M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $2.11M | Hold |
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|
2021
Q4 | $2.22M | Hold |
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|
2021
Q3 | $2.01M | Hold |
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|
2021
Q2 | $2M | Hold |
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|
2021
Q1 | $1.85M | Hold |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.56M | Hold |
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|
2020
Q2 | $1.44M | Hold |
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|
2020
Q1 | $1.2M | Hold |
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|
2019
Q4 | $1.5M | Hold |
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|
2019
Q3 | $1.39M | Buy |
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