TWM
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Topsail Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Topsail Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$108K Hold
174
– – 0.02% 167
2025
Q1 		$97.8K Buy
174
+10
+6% +$5.62K 0.02% 159
2024
Q4 		$96.5K Buy
+164
New +$96.5K 0.02% 142