TPI
Trust Point Inc’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 | $8.14M | Buy |
13,116
+32
| +0.2% | +$19.9K | 0.77% | 18 |
|
|
2025
Q1 | $7.35M | Sell |
13,084
-6
| -0% | -$3.37K | 0.67% | 21 |
|
|
2024
Q4 | $7.71M | Buy |
13,090
+90
| +0.7% | +$53K | 0.53% | 25 |
|
|
2024
Q3 | $7.5M | Buy |
13,000
+70
| +0.5% | +$40.4K | 0.56% | 21 |
|
|
2024
Q2 | $7.08M | Buy |
12,930
+30
| +0.2% | +$16.4K | 0.57% | 21 |
|
|
2024
Q1 | $6.78M | Sell |
12,900
-871
| -6% | -$458K | 0.53% | 22 |
|
|
2023
Q4 | $6.58M | Buy |
+13,771
| New | +$6.58M | 0.54% | 19 |
|