Tiller Private Wealth’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
Q3
$225K Buy
2023
Q1
Sell
2022
Q4
$352K Sell
2022
Q3
$402K Buy
2022
Q2
$347K Buy
2022
Q1
$413K Buy
2021
Q4
$415K Buy
2021
Q3
$256K Buy