TRUE Private Wealth 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 | $2.93M | Sell |
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|
2025
Q1 | $3.26M | Sell |
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|
2024
Q4 | $4.73M | Sell |
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|
2024
Q3 | $7.74M | Sell |
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|
2024
Q2 | $9.48M | Sell |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $7.39M | Buy |
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|
2023
Q1 | $5.15M | Sell |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $4.71M | Buy |
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|
2022
Q1 | $5.07M | Buy |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $3.41M | Sell |
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|
2021
Q2 | $3.54M | Buy |
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|
2021
Q1 | $2.18M | Sell |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $4.97M | Sell |
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|
2020
Q1 | $5.87M | Sell |
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|
2019
Q4 | $8.71M | Buy |
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|
2019
Q3 | $6.25M | Buy |
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|
2019
Q2 | $4.87M | Buy |
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|
2019
Q1 | $2.82M | Sell |
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|
2018
Q4 | $2.53M | Buy |
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|
2018
Q3 | $149K | Buy |
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