Tanager Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Hold |
1,563
| – | – | 0.11% | 53 |
|
|
2025
Q1 | $878K | Buy |
1,563
+624
| +66% | +$351K | 0.11% | 49 |
|
|
2024
Q4 | $553K | Sell |
939
-680
| -42% | -$400K | 0.07% | 62 |
|
|
2024
Q3 | $934K | Buy |
1,619
+680
| +72% | +$392K | 0.13% | 40 |
|
|
2024
Q2 | $514K | Hold |
939
| – | – | 0.08% | 56 |
|
|
2024
Q1 | $494K | Hold |
939
| – | – | 0.08% | 58 |
|
|
2023
Q4 | $448K | Sell |
939
-104
| -10% | -$49.7K | 0.08% | 57 |
|
|
2023
Q3 | $450K | Buy |
1,043
+104
| +11% | +$44.9K | 0.09% | 52 |
|
|
2023
Q2 | $419K | Hold |
939
| – | – | 0.09% | 56 |
|
|
2023
Q1 | $386K | Buy |
+939
| New | +$386K | 0.09% | 53 |
|