True Link Financial Advisors’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 | $188M | Buy |
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|
2025
Q1 | $158M | Buy |
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|
2024
Q4 | $163M | Buy |
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|
2024
Q3 | $159M | Buy |
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|
2024
Q2 | $145M | Sell |
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|
2024
Q1 | $140M | Buy |
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|
2023
Q4 | $117M | Buy |
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|
2023
Q3 | $94.3M | Buy |
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|
2023
Q2 | $97.9M | Buy |
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|
2023
Q1 | $71.8M | Buy |
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|
2022
Q4 | $66.3M | Buy |
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|
2022
Q3 | $60.8M | Buy |
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|
2022
Q2 | $60.9M | Buy |
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|
2022
Q1 | $72.3M | Buy |
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|
2021
Q4 | $50.2M | Sell |
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|
2021
Q3 | $45.5M | Buy |
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|
2021
Q2 | $44.7M | Sell |
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|
2021
Q1 | $54.5M | Buy |
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|
2020
Q4 | $48.4M | Buy |
|