Trust Point Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Trust Point Inc’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.78M	Sell
2025 Q2	$8.14M	Buy
2025 Q1	$7.35M	Sell
2024 Q4	$7.71M	Buy
2024 Q3	$7.5M	Buy
2024 Q2	$7.08M	Buy
2024 Q1	$6.78M	Sell
2023 Q4	$6.58M	Buy