TAM
TCP Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
151,595
+5,086
| +3% | +$560K | 3.31% | 12 |
|
|
2025
Q1 | $13.6M | Buy |
146,509
+3,347
| +2% | +$311K | 3.04% | 14 |
|
|
2024
Q4 | $14.5M | Buy |
143,162
+7,164
| +5% | +$727K | 3.21% | 12 |
|
|
2024
Q3 | $13M | Buy |
135,998
+133,406
| +5,147% | +$12.8M | 3% | 13 |
|
|
2024
Q2 | $240K | Sell |
2,592
-351
| -12% | -$32.5K | 0.06% | 62 |
|
|
2024
Q1 | $249K | Buy |
+2,943
| New | +$249K | 0.07% | 64 |
|