TVWM
Tower View Wealth Management’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 | $42.7K | Hold |
69
| – | – | 0.02% | 101 |
|
|
2025
Q1 | $38.5K | Buy |
69
+1
| +1% | +$558 | 0.02% | 84 |
|
|
2024
Q4 | $40.2K | Buy |
68
+25
| +58% | +$14.8K | 0.02% | 87 |
|
|
2024
Q3 | $24.9K | Hold |
43
| – | – | 0.01% | 102 |
|
|
2024
Q2 | $23.5K | Buy |
43
+3
| +8% | +$1.64K | 0.01% | 101 |
|
|
2024
Q1 | $21K | Hold |
40
| – | – | 0.01% | 107 |
|
|
2023
Q4 | $19K | Buy |
40
+1
| +3% | +$475 | 0.01% | 105 |
|
|
2023
Q3 | $17K | Buy |
39
+1
| +3% | +$436 | 0.01% | 105 |
|
|
2023
Q2 | $17K | Hold |
38
| – | – | 0.01% | 102 |
|
|
2023
Q1 | $16K | Hold |
38
| – | – | 0.01% | 104 |
|
|
2022
Q4 | $15K | Hold |
38
| – | – | 0.01% | 107 |
|
|
2022
Q3 | $14K | Hold |
38
| – | – | 0.01% | 109 |
|
|
2022
Q2 | $14K | Hold |
38
| – | – | 0.01% | 106 |
|
|
2022
Q1 | $17K | Buy |
38
+1
| +3% | +$447 | 0.01% | 133 |
|
|
2021
Q4 | $18K | Hold |
37
| – | – | 0.01% | 135 |
|
|
2021
Q3 | $16K | Hold |
37
| – | – | 0.01% | 148 |
|
|
2021
Q2 | $16K | Hold |
37
| – | – | 0.01% | 113 |
|
|
2021
Q1 | $15K | Hold |
37
| – | – | 0.01% | 119 |
|
|
2020
Q4 | $14K | Buy |
37
+3
| +9% | +$1.14K | 0.01% | 118 |
|
|
2020
Q3 | $11K | Hold |
34
| – | – | 0.01% | 103 |
|
|
2020
Q2 | $11K | Buy |
+34
| New | +$11K | 0.01% | 98 |
|
|
2020
Q1 | – | Sell |
-404
| Closed | -$131K | – | 124 |
|
|
2019
Q4 | $131K | Hold |
404
| – | – | 0.1% | 68 |
|
|
2019
Q3 | $121K | Buy |
+404
| New | +$121K | 0.1% | 66 |
|