True Capital Management’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
2023
Q1
$1.3M Buy
3,154
+24
+0.8% +$9.62K 0.89% 24
2022
Q4
$1.2M Buy
+3,130
New +$1.21M 0.98% 26

Other funds holding IVV

True Capital Management's IVV Position: Q1 2023 in Review

True Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.77% in Q1 2023, buying an estimated $9.62K and bringing the position to 3,154 shares worth $1.3M. The position accounts for 0.89% of the portfolio, ranked #24.

True Capital Management first reported a position in IVV in Q4 2022 and has held it in 2 quarters since. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • True Capital Management held 3,154 shares of iShares Core S&P 500 ETF worth $1.3M as of Q1 2023.
  • True Capital Management bought 24 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $9.62K.
  • iShares Core S&P 500 ETF made up 0.89% of True Capital Management's portfolio in Q1 2023, its #24 holding.
  • True Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.