TWP
Tyche Wealth Partners’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 | $6.51M | Buy |
10,489
+1,235
| +13% | +$767K | 1.31% | 16 |
|
|
2025
Q1 | $5.2M | Buy |
9,254
+310
| +3% | +$174K | 1.13% | 20 |
|
|
2024
Q4 | $5.27M | Buy |
8,944
+618
| +7% | +$364K | 1.11% | 19 |
|
|
2024
Q3 | $4.8M | Buy |
8,326
+254
| +3% | +$147K | 1.09% | 21 |
|
|
2024
Q2 | $4.42M | Buy |
8,072
+193
| +2% | +$106K | 1.08% | 21 |
|
|
2024
Q1 | $4.14M | Buy |
7,879
+4,401
| +127% | +$2.31M | 1.01% | 23 |
|
|
2023
Q4 | $1.66M | Buy |
+3,478
| New | +$1.66M | 0.4% | 50 |
|