TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $17.3M | Buy |
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2020
Q1 | $12.6M | Buy |
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|
2019
Q4 | $13.1M | Buy |
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2019
Q3 | $11.8M | Buy |
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|
2019
Q2 | $11.5M | Buy |
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|
2019
Q1 | $9.54M | Buy |
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|
2018
Q4 | $7.04M | Buy |
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|
2018
Q3 | $6.05M | Buy |
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|
2018
Q2 | $5.53M | Buy |
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2018
Q1 | $5.03M | Buy |
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|
2017
Q4 | $5.08M | Buy |
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