TCM
TruNorth Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Sell |
1,349
-488
| -27% | -$303K | 0.19% | 43 |
|
|
2025
Q1 | $1.03M | Buy |
1,837
+488
| +36% | +$274K | 0.26% | 32 |
|
|
2024
Q4 | $794K | Hold |
1,349
| – | – | 0.22% | 37 |
|
|
2024
Q3 | $778K | Sell |
1,349
-30
| -2% | -$17.3K | 0.23% | 37 |
|
|
2024
Q2 | $755K | Buy |
1,379
+130
| +10% | +$71.1K | 0.24% | 38 |
|
|
2024
Q1 | $657K | Buy |
+1,249
| New | +$657K | 0.23% | 35 |
|