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IWA
IVC Wealth Advisors’s
Target
TGT
Stock Holding History
IVC Wealth Advisors’s Portfolio
TGT Stock Details
TGT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-1,513
Closed
-$236K
–
166
2024
Q3
$236K
Sell
1,513
-3
-0.2%
-$447
0.13%
145
2024
Q2
$224K
Sell
1,516
-399
-21%
-$62.8K
0.13%
149
2024
Q1
$339K
Sell
1,915
-8
-0.4%
-$1.22K
0.2%
110
2023
Q4
$274K
Buy
1,923
+66
+4%
+$8.06K
0.17%
116
2023
Q3
$205K
Sell
1,857
-73
-4%
-$9.27K
0.14%
137
2023
Q2
$255K
Sell
1,930
-54
-3%
-$8.01K
0.16%
125
2023
Q1
$329K
Buy
1,984
+28
+1%
+$4.6K
0.23%
101
2022
Q4
$292K
Sell
1,956
-3
-0.2%
-$471
0.21%
111
2022
Q3
$291K
Buy
1,959
+15
+0.8%
+$2.4K
0.23%
104
2022
Q2
$275K
Sell
1,944
-210
-10%
-$40.3K
0.21%
113
2022
Q1
$457K
Sell
2,154
-255
-11%
-$55.2K
0.3%
82
2021
Q4
$558K
Sell
2,409
-18
-0.7%
-$4.38K
0.36%
71
2021
Q3
$555K
Sell
2,427
-405
-14%
-$101K
0.38%
70
2021
Q2
$685K
Sell
2,832
-302
-10%
-$66.1K
0.48%
57
2021
Q1
$621K
Buy
3,134
+647
+26%
+$121K
0.49%
61
2020
Q4
$439K
Buy
+2,487
New
+$415K
0.42%
66
Other funds holding TGT
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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