Tanager Wealth Management’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 | $1.05M | Hold |
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|
2025
Q2 | $970K | Hold |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $553K | Sell |
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|
2024
Q3 | $934K | Buy |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $386K | Buy |
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