TFA
Toth Financial Advisory’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 | $1.6M | Buy |
2,574
+163
| +7% | +$101K | 0.19% | 104 |
|
|
2025
Q1 | $1.35M | Sell |
2,411
-210
| -8% | -$118K | 0.16% | 111 |
|
|
2024
Q4 | $1.54M | Buy |
2,621
+136
| +5% | +$80.1K | 0.18% | 107 |
|
|
2024
Q3 | $1.43M | Buy |
2,485
+151
| +6% | +$87.1K | 0.17% | 111 |
|
|
2024
Q2 | $1.28M | Buy |
2,334
+1,878
| +412% | +$1.03M | 0.16% | 111 |
|
|
2024
Q1 | $240K | Sell |
456
-114
| -20% | -$59.9K | 0.03% | 192 |
|
|
2023
Q4 | $272K | Sell |
570
-50
| -8% | -$23.9K | 0.04% | 195 |
|
|
2023
Q3 | $266K | Hold |
620
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $276K | Buy |
620
+114
| +23% | +$50.8K | 0.04% | 174 |
|
|
2023
Q1 | $208K | Buy |
506
+100
| +25% | +$41.1K | 0.03% | 184 |
|
|
2022
Q4 | $156K | Hold |
406
| – | – | 0.03% | 202 |
|
|
2022
Q3 | $146K | Buy |
406
+378
| +1,350% | +$136K | 0.03% | 188 |
|
|
2022
Q2 | $11K | Sell |
28
-53
| -65% | -$20.8K | ﹤0.01% | 428 |
|
|
2022
Q1 | $37K | Buy |
81
+53
| +189% | +$24.2K | 0.01% | 317 |
|
|
2021
Q4 | $13K | Hold |
28
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $12K | Sell |
28
-2
| -7% | -$857 | ﹤0.01% | 459 |
|
|
2021
Q2 | $13K | Hold |
30
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $12K | Hold |
30
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $11K | Hold |
30
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $10K | Hold |
30
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $9K | Hold |
30
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $10K | Buy |
+30
| New | +$10K | ﹤0.01% | 297 |
|