Trevian 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 | $491K | Buy |
|
|||||
|
2025
Q1 | $413K | Buy |
|
|||||
|
2024
Q4 | $432K | Sell |
|
|||||
|
2024
Q3 | $428K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $29.2M | Buy |
|
|||||
|
2023
Q4 | $26.5M | Buy |
|
|||||
|
2023
Q3 | $22.6M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $21.5M | Buy |
|
|||||
|
2022
Q4 | $15.2M | Sell |
|
|||||
|
2022
Q3 | $17.2M | Buy |
|
|||||
|
2022
Q2 | $18.2M | Sell |
|
|||||
|
2022
Q1 | $24.8M | Sell |
|
|||||
|
2021
Q4 | $26.2M | Buy |
|