TWD
True Wealth Design’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 | $717K | Buy |
1,155
+50
| +5% | +$31K | 0.25% | 22 |
|
|
2025
Q1 | $621K | Hold |
1,105
| – | – | 0.24% | 16 |
|
|
2024
Q4 | $650K | Hold |
1,105
| – | – | 0.25% | 16 |
|
|
2024
Q3 | $637K | Sell |
1,105
-1,348
| -55% | -$778K | 0.25% | 16 |
|
|
2024
Q2 | $1.34M | Sell |
2,453
-60
| -2% | -$32.8K | 0.33% | 26 |
|
|
2024
Q1 | $1.32M | Sell |
2,513
-115
| -4% | -$60.5K | 0.33% | 26 |
|
|
2023
Q4 | $1.26M | Buy |
2,628
+1,270
| +94% | +$607K | 0.35% | 26 |
|
|
2023
Q3 | $583K | Sell |
1,358
-478
| -26% | -$205K | 0.2% | 98 |
|
|
2023
Q2 | $818K | Buy |
1,836
+160
| +10% | +$71.3K | 0.3% | 57 |
|
|
2023
Q1 | $689K | Buy |
1,676
+19
| +1% | +$7.81K | 0.29% | 97 |
|
|
2022
Q4 | $637K | Buy |
+1,657
| New | +$637K | 0.29% | 96 |
|