TruNorth Capital Management’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
Q3
$903K Hold
2025
Q2
$838K Sell
2025
Q1
$1.03M Buy
2024
Q4
$794K Hold
2024
Q3
$778K Sell
2024
Q2
$755K Buy
2024
Q1
$657K Buy