TPW
Talon Private Wealth’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 | $2.31M | Buy |
3,715
+115
| +3% | +$71.4K | 0.32% | 59 |
|
|
2025
Q1 | $2.02M | Sell |
3,600
-566
| -14% | -$318K | 0.27% | 61 |
|
|
2024
Q4 | $2.45M | Sell |
4,166
-14
| -0.3% | -$8.24K | 0.51% | 24 |
|
|
2024
Q3 | $2.41M | Buy |
+4,180
| New | +$2.41M | 0.51% | 11 |
|