TWP
Tempus Wealth Planning’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 | $5.36M | Sell |
8,639
-48
| -0.6% | -$29.8K | 1.34% | 15 |
|
|
2025
Q1 | $4.88M | Sell |
8,687
-1,129
| -12% | -$634K | 1.46% | 13 |
|
|
2024
Q4 | $5.78M | Sell |
9,816
-1,301
| -12% | -$766K | 1.77% | 11 |
|
|
2024
Q3 | $6.41M | Sell |
11,117
-592
| -5% | -$341K | 2.35% | 6 |
|
|
2024
Q2 | $6.41M | Sell |
11,709
-1,880
| -14% | -$1.03M | 2.68% | 6 |
|
|
2024
Q1 | $7.14M | Sell |
13,589
-846
| -6% | -$445K | 3.14% | 4 |
|
|
2023
Q4 | $6.89M | Buy |
14,435
+1,225
| +9% | +$585K | 3.03% | 5 |
|
|
2023
Q3 | $5.67M | Buy |
13,210
+6
| +0% | +$2.58K | 2.84% | 5 |
|
|
2023
Q2 | $5.89M | Buy |
13,204
+315
| +2% | +$140K | 2.66% | 5 |
|
|
2023
Q1 | $5.3M | Buy |
12,889
+815
| +7% | +$335K | 2.59% | 6 |
|
|
2022
Q4 | $4.64M | Buy |
12,074
+371
| +3% | +$143K | 2.82% | 5 |
|
|
2022
Q3 | $4.2M | Buy |
11,703
+5,496
| +89% | +$1.97M | 2.8% | 6 |
|
|
2022
Q2 | $2.35M | Buy |
6,207
+1,424
| +30% | +$540K | 1.93% | 9 |
|
|
2022
Q1 | $2.17M | Sell |
4,783
-2,291
| -32% | -$1.04M | 1.54% | 13 |
|
|
2021
Q4 | $3.37M | Hold |
7,074
| – | – | 1.82% | 10 |
|
|
2021
Q3 | $3.05M | Sell |
7,074
-59
| -0.8% | -$25.4K | 1.73% | 10 |
|
|
2021
Q2 | $3.07M | Buy |
+7,133
| New | +$3.07M | 2.04% | 8 |
|