Trust Company of the South’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
$4.5M Hold
2025
Q2
$4.18M Hold
2025
Q1
$3.78M Buy
2024
Q4
$3.9M Buy
2024
Q3
$3.77M Hold
2024
Q2
$3.57M Hold
2024
Q1
$3.43M Sell
2023
Q4
$3.25M Buy