TLA
Tanglewood Legacy Advisors’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 | $1.5M | Sell |
2,420
-110
| -4% | -$68.3K | 0.62% | 29 |
|
|
2025
Q1 | $1.42M | Sell |
2,530
-37
| -1% | -$20.8K | 0.62% | 27 |
|
|
2024
Q4 | $1.51M | Buy |
2,567
+38
| +2% | +$22.4K | 0.65% | 26 |
|
|
2024
Q3 | $1.46M | Sell |
2,529
-95
| -4% | -$54.8K | 0.65% | 27 |
|
|
2024
Q2 | $1.44M | Sell |
2,624
-393
| -13% | -$215K | 0.68% | 24 |
|
|
2024
Q1 | $1.59M | Buy |
3,017
+727
| +32% | +$382K | 0.78% | 23 |
|
|
2023
Q4 | $1.09M | Hold |
2,290
| – | – | 0.6% | 26 |
|
|
2023
Q3 | $983K | Hold |
2,290
| – | – | 0.59% | 28 |
|
|
2023
Q2 | $1.02M | Sell |
2,290
-114
| -5% | -$50.8K | 0.59% | 28 |
|
|
2023
Q1 | $988K | Buy |
2,404
+21
| +0.9% | +$8.63K | 0.63% | 26 |
|
|
2022
Q4 | $916K | Buy |
+2,383
| New | +$916K | 0.65% | 25 |
|