tru Independence’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 | $2.13M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $4.16M | Buy |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.87M | Sell |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $4.62M | Sell |
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|
2022
Q2 | $5.33M | Buy |
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|
2022
Q1 | $6.2M | Sell |
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|
2021
Q4 | $9.13M | Buy |
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|
2021
Q3 | $7.94M | Buy |
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|
2021
Q2 | $7.74M | Sell |
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|
2021
Q1 | $19.5M | Buy |
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|
2020
Q4 | $552K | Sell |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $246 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.65M | Buy |
|