T
Tidemark’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 | $575K | Sell |
927
-80
| -8% | -$49.7K | 0.19% | 63 |
|
|
2025
Q1 | $566K | Buy |
1,007
+1
| +0.1% | +$562 | 0.21% | 64 |
|
|
2024
Q4 | $592K | Sell |
1,006
-3
| -0.3% | -$1.77K | 0.23% | 61 |
|
|
2024
Q3 | $582K | Buy |
1,009
+61
| +6% | +$35.2K | 0.24% | 61 |
|
|
2024
Q2 | $519K | Sell |
948
-266
| -22% | -$146K | 0.24% | 62 |
|
|
2024
Q1 | $638K | Buy |
1,214
+236
| +24% | +$124K | 0.36% | 60 |
|
|
2023
Q4 | $467K | Buy |
+978
| New | +$467K | 0.29% | 61 |
|