TCTWM
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Three Cord True Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Three Cord True Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$331K Buy
533
+108
+25% +$67.1K 0.25% 22
2025
Q1 		$239K Sell
425
-20
-4% -$11.2K 0.2% 25
2024
Q4 		$262K Buy
+445
New +$262K 0.23% 25