TS Financial Group (TSFG)’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
Q2 | $829K | Sell |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $739K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $964K | Sell |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $825K | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $893K | Hold |
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|
2021
Q2 | $891K | Buy |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $923K | Sell |
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|
2020
Q3 | $849K | Sell |
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|
2020
Q2 | $788K | Sell |
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|
2020
Q1 | $778K | Buy |
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|
2019
Q4 | $863K | Buy |
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|
2019
Q3 | $533K | Sell |
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|
2019
Q2 | $694K | Sell |
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|
2019
Q1 | $752K | Buy |
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