Tilson Financial Group’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
Q2
$915K Buy
2025
Q1
$596K Sell
2024
Q4
$679K Buy
2024
Q3
$642K Buy
2024
Q2
Sell
2024
Q1
$626K Sell
2023
Q4
$591K Hold
2023
Q3
$531K Buy
2023
Q2
Sell
2023
Q1
$509K Sell
2022
Q4
$503K Buy