Truepoint Inc’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 | $403M | Buy |
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|
2025
Q1 | $352M | Buy |
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|
2024
Q4 | $358M | Sell |
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|
2024
Q3 | $351M | Sell |
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|
2024
Q2 | $337M | Sell |
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|
2024
Q1 | $326M | Buy |
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|
2023
Q4 | $289M | Sell |
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|
2023
Q3 | $263M | Buy |
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|
2023
Q2 | $269M | Buy |
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|
2023
Q1 | $246M | Buy |
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|
2022
Q4 | $222M | Sell |
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|
2022
Q3 | $215M | Buy |
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|
2022
Q2 | $226M | Buy |
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|
2022
Q1 | $235M | Buy |
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|
2021
Q4 | $246M | Buy |
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|
2021
Q3 | $218M | Buy |
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|
2021
Q2 | $104M | Buy |
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|
2021
Q1 | $6.68M | Sell |
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|
2020
Q4 | $6.96M | Sell |
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|
2020
Q3 | $6.81M | Sell |
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|
2020
Q2 | $6.29M | Sell |
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|
2020
Q1 | $5.63M | Buy |
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|
2019
Q4 | $6.33M | Sell |
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|
2019
Q3 | $5.85M | Sell |
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|
2019
Q2 | $5.79M | Sell |
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|
2019
Q1 | $5.59M | Sell |
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|
2018
Q4 | $4.95M | Buy |
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|
2018
Q3 | $5.69M | Sell |
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|
2018
Q2 | $5.32M | Buy |
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|
2018
Q1 | $19.6K | Sell |
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|
2017
Q4 | $4.19M | Buy |
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|
2017
Q3 | $3.89M | Buy |
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|
2017
Q2 | $3.65M | Buy |
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|
2017
Q1 | $3.39M | Sell |
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|
2016
Q4 | $3.36M | Sell |
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|
2016
Q3 | $3.43M | Sell |
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|
2016
Q2 | $3.48M | Hold |
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|
2016
Q1 | $3.41M | Buy |
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|
2015
Q4 | $2.78M | Buy |
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|
2015
Q3 | $1.99M | Sell |
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|
2015
Q2 | $2.26M | Sell |
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|
2015
Q1 | $4.42M | Buy |
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|
2014
Q4 | $2.48M | Sell |
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|
2014
Q3 | $2.41M | Sell |
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|
2014
Q2 | $2.42M | Buy |
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|
2014
Q1 | $2.28M | Sell |
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|
2013
Q4 | $2.44M | Sell |
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|
2013
Q3 | $5.1M | Buy |
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