Tru Independence Asset Management 2’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 | $5.13M | Buy |
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|
2025
Q1 | $4.54M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.27M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $838K | Sell |
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|
2021
Q2 | $858K | Sell |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $1.06M | Buy |
|