TSWM
Tyler-Stone Wealth 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 | $22.4M | Sell |
36,010
-549
| -2% | -$341K | 3.6% | 4 |
|
|
2025
Q1 | $20.5M | Buy |
36,559
+2,780
| +8% | +$1.56M | 3.69% | 4 |
|
|
2024
Q4 | $19.9M | Sell |
33,779
-39
| -0.1% | -$23K | 3.54% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
33,818
+17,901
| +112% | +$10.3M | 3.68% | 4 |
|
|
2024
Q2 | $8.71M | Buy |
15,917
+1,489
| +10% | +$815K | 3.58% | 4 |
|
|
2024
Q1 | $7.58M | Buy |
14,428
+427
| +3% | +$224K | 3.36% | 3 |
|
|
2023
Q4 | $6.69M | Buy |
14,001
+933
| +7% | +$446K | 3.35% | 3 |
|
|
2023
Q3 | $5.61M | Buy |
13,068
+467
| +4% | +$201K | 3.2% | 3 |
|
|
2023
Q2 | $5.62M | Buy |
+12,601
| New | +$5.62M | 3.17% | 3 |
|
|
2022
Q4 | $3.99M | Sell |
10,376
-124
| -1% | -$47.6K | 2.71% | 3 |
|
|
2022
Q3 | $3.77M | Buy |
10,500
+145
| +1% | +$52K | 2.87% | 3 |
|
|
2022
Q2 | $3.93M | Buy |
10,355
+337
| +3% | +$128K | 2.62% | 4 |
|
|
2022
Q1 | $4.55M | Buy |
10,018
+581
| +6% | +$264K | 2.5% | 4 |
|
|
2021
Q4 | $4.5M | Buy |
+9,437
| New | +$4.5M | 2.38% | 4 |
|