Tanglewood Legacy 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
Q2
$1.5M Sell
2025
Q1
$1.42M Sell
2024
Q4
$1.51M Buy
2024
Q3
$1.46M Sell
2024
Q2
$1.44M Sell
2024
Q1
$1.59M Buy
2023
Q4
$1.09M Hold
2023
Q3
$983K Hold
2023
Q2
$1.02M Sell
2023
Q1
$988K Buy
2022
Q4
$916K Buy