TruWealth Advisors’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 | $640K | Buy |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $433K | Buy |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $230K | Buy |
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