TCM
Towneley Capital 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 | $950K | Sell |
1,530
-150
| -9% | -$93.1K | 0.22% | 19 |
|
|
2025
Q1 | $944K | Sell |
1,680
-2
| -0.1% | -$1.12K | 0.22% | 21 |
|
|
2024
Q4 | $990K | Sell |
1,682
-124
| -7% | -$73K | 0.24% | 25 |
|
|
2024
Q3 | $1.04M | Sell |
1,806
-200
| -10% | -$115K | 0.24% | 23 |
|
|
2024
Q2 | $1.1M | Sell |
2,006
-517
| -20% | -$283K | 0.26% | 24 |
|
|
2024
Q1 | $1.33M | Buy |
2,523
+5
| +0.2% | +$2.63K | 0.33% | 22 |
|
|
2023
Q4 | $1.2M | Buy |
+2,518
| New | +$1.2M | 0.31% | 23 |
|