True Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.3M Buy
3,154
+24
+0.8% +$9.86K 0.89% 24
2022
Q4
$1.2M Buy
+3,130
New +$1.2M 0.98% 26