Trinity Legacy Partners’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
2022
Q1
Sell
-430
Closed -$205K 110
2021
Q4
$205K Buy
+430
New +$198K 0.07% 108

Other funds holding IVV

Trinity Legacy Partners's IVV Position: Q1 2022 in Review

Trinity Legacy Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 430 shares — an estimated $205K sold.

Trinity Legacy Partners first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

  • Trinity Legacy Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Trinity Legacy Partners sold 430 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $205K.
  • Trinity Legacy Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Trinity Legacy Partners's iShares Core S&P 500 ETF position peaked at $205K in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Trinity Legacy Partners's 13F filing for Q1 2022, filed 13 Apr 2022.