TW
TritonPoint Wealth’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 | $11.7M | Sell |
18,918
-286
| -1% | -$178K | 1.09% | 20 |
|
|
2025
Q1 | $10.8M | Sell |
19,204
-1,325
| -6% | -$745K | 1.03% | 21 |
|
|
2024
Q4 | $12.1M | Sell |
20,529
-324
| -2% | -$191K | 1.09% | 21 |
|
|
2024
Q3 | $12M | Sell |
20,853
-2,744
| -12% | -$1.58M | 1.09% | 23 |
|
|
2024
Q2 | $12.9M | Buy |
23,597
+299
| +1% | +$164K | 1.24% | 18 |
|
|
2024
Q1 | $8.03M | Buy |
23,298
+5,652
| +32% | +$1.95M | 0.84% | 29 |
|
|
2023
Q4 | $8.43M | Buy |
+17,646
| New | +$8.43M | 0.82% | 29 |
|