Trinity Financial Advisors’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
Q3 | $1.71M | Buy |
|
|||||
|
2025
Q2 | $1.59M | Buy |
|
|||||
|
2025
Q1 | $722K | Buy |
|
|||||
|
2024
Q4 | $217K | Sell |
|
|||||
|
2024
Q3 | $368K | Sell |
|
|||||
|
2024
Q2 | $368K | Sell |
|
|||||
|
2024
Q1 | $368K | Buy |
|
|||||
|
2023
Q4 | $323K | Buy |
|
|||||
|
2023
Q3 | $290K | Sell |
|
|||||
|
2023
Q2 | $612K | Sell |
|
|||||
|
2023
Q1 | $730K | Sell |
|
|||||
|
2022
Q4 | $1M | Sell |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.38M | Buy |
|