TIAM2
Tru Independence Asset Management 2’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
8,257
+248
| +3% | +$154K | 3.51% | 7 |
|
|
2025
Q1 | $4.54M | Buy |
8,009
+3,932
| +96% | +$2.23M | 3.4% | 8 |
|
|
2024
Q4 | $2.4M | Buy |
4,077
+136
| +3% | +$80.1K | 2% | 15 |
|
|
2024
Q3 | $2.27M | Buy |
+3,941
| New | +$2.27M | 1.92% | 16 |
|
|
2023
Q1 | $1.18M | Buy |
+2,867
| New | +$1.18M | 1.18% | 27 |
|
|
2022
Q3 | $1.2M | Buy |
3,346
+574
| +21% | +$206K | 1.28% | 17 |
|
|
2022
Q2 | $1.05M | Sell |
2,772
-177
| -6% | -$67.2K | 0.87% | 22 |
|
|
2022
Q1 | $1.34M | Sell |
2,949
-643
| -18% | -$292K | 0.77% | 25 |
|
|
2021
Q4 | $1.71M | Buy |
3,592
+1,646
| +85% | +$785K | 0.91% | 24 |
|
|
2021
Q3 | $838K | Sell |
1,946
-50
| -3% | -$21.5K | 0.59% | 34 |
|
|
2021
Q2 | $858K | Sell |
1,996
-417
| -17% | -$179K | 0.59% | 35 |
|
|
2021
Q1 | $960K | Sell |
2,413
-407
| -14% | -$162K | 0.76% | 32 |
|
|
2020
Q4 | $1.06M | Buy |
+2,820
| New | +$1.06M | 0.89% | 25 |
|