TPB Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$36.5M Sell
2022
Q4
$40.1M Sell
2022
Q3
$55.8M Sell
2022
Q2
$74.6M Sell
2022
Q1
$94.6M Buy
2021
Q4
$61.8M Buy
2021
Q3
$36.4M Sell
2021
Q2
$44.5M Buy
2021
Q1
$39M Sell
2020
Q4
$40.3M Buy