TFG
Tilson Financial Group’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 | $915K | Buy |
1,474
+413
| +39% | +$256K | 0.35% | 34 |
|
|
2025
Q1 | $596K | Sell |
1,061
-92
| -8% | -$51.7K | 0.24% | 47 |
|
|
2024
Q4 | $679K | Buy |
1,153
+40
| +4% | +$23.6K | 0.28% | 42 |
|
|
2024
Q3 | $642K | Buy |
+1,113
| New | +$642K | 0.28% | 43 |
|
|
2024
Q2 | – | Sell |
-1,190
| Closed | -$626K | – | 47 |
|
|
2024
Q1 | $626K | Sell |
1,190
-47
| -4% | -$24.7K | 0.34% | 40 |
|
|
2023
Q4 | $591K | Hold |
1,237
| – | – | 0.38% | 40 |
|
|
2023
Q3 | $531K | Buy |
+1,237
| New | +$531K | 0.42% | 42 |
|
|
2023
Q2 | – | Sell |
-1,237
| Closed | -$509K | – | 38 |
|
|
2023
Q1 | $509K | Sell |
1,237
-71
| -5% | -$29.2K | 0.42% | 40 |
|
|
2022
Q4 | $503K | Buy |
+1,308
| New | +$503K | 0.43% | 39 |
|