Tower Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
438
| – | – | 0.16% | 66 |
|
|
2025
Q1 | $246K | Buy |
+438
| New | +$246K | 0.13% | 68 |
|
|
2022
Q2 | – | Sell |
-2,647
| Closed | -$1.2M | – | 50 |
|
|
2022
Q1 | $1.2M | Sell |
2,647
-80
| -3% | -$36.3K | 1.3% | 12 |
|
|
2021
Q4 | $1.3M | Buy |
2,727
+7
| +0.3% | +$3.34K | 1.32% | 12 |
|
|
2021
Q3 | $1.17M | Buy |
2,720
+73
| +3% | +$31.5K | 1.24% | 12 |
|
|
2021
Q2 | $1.14M | Sell |
2,647
-116
| -4% | -$49.9K | 1.25% | 13 |
|
|
2021
Q1 | $1.1M | Sell |
2,763
-11,005
| -80% | -$4.38M | 1.42% | 13 |
|
|
2020
Q4 | $5.17M | Buy |
+13,768
| New | +$5.17M | 5.92% | 7 |
|