TL 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 | $436K | Buy |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $348K | Buy |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $332K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $381K | Sell |
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|
2020
Q2 | $358K | Sell |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | $501K | Buy |
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