Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $19.5M | Buy |
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|
2024
Q2 | $8.71M | Buy |
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|
2024
Q1 | $7.58M | Buy |
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|
2023
Q4 | $6.69M | Buy |
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|
2023
Q3 | $5.61M | Buy |
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|
2023
Q2 | $5.62M | Buy |
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|
2022
Q4 | $3.99M | Sell |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $4.5M | Buy |
|