TTWM
TCV Trust & Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Sell |
8,549
-275
| -3% | -$25K | 0.07% | 115 |
|
|
2025
Q1 | $735K | Hold |
8,824
| – | – | 0.07% | 114 |
|
|
2024
Q4 | $802K | Hold |
8,824
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $811K | Sell |
8,824
-115
| -1% | -$10.6K | 0.07% | 114 |
|
|
2024
Q2 | $788K | Hold |
8,939
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $816K | Hold |
8,939
| – | – | 0.08% | 110 |
|
|
2023
Q4 | $708K | Hold |
8,939
| – | – | 0.07% | 117 |
|
|
2023
Q3 | $646K | Hold |
8,939
| – | – | 0.07% | 116 |
|
|
2023
Q2 | $670K | Hold |
8,939
| – | – | 0.07% | 120 |
|
|
2023
Q1 | $639K | Hold |
8,939
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $611K | Buy |
8,939
+2,603
| +41% | +$178K | 0.07% | 132 |
|
|
2022
Q3 | $399K | Buy |
+6,336
| New | +$399K | 0.05% | 138 |
|