TTWM
TCV Trust & Wealth 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 | $1.3M | Hold |
11,796
| – | – | 0.11% | 85 |
|
|
2025
Q1 | $1.1M | Hold |
11,796
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $1.2M | Hold |
11,796
| – | – | 0.11% | 89 |
|
|
2024
Q3 | $1.13M | Sell |
11,796
-1,536
| -12% | -$147K | 0.1% | 96 |
|
|
2024
Q2 | $1.23M | Buy |
13,332
+1,873
| +16% | +$173K | 0.12% | 89 |
|
|
2024
Q1 | $968K | Hold |
11,459
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $861K | Hold |
11,459
| – | – | 0.09% | 107 |
|
|
2023
Q3 | $784K | Hold |
11,459
| – | – | 0.09% | 108 |
|
|
2023
Q2 | $808K | Hold |
11,459
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $732K | Sell |
11,459
-790
| -6% | -$50.5K | 0.08% | 115 |
|
|
2022
Q4 | $717K | Buy |
+12,249
| New | +$717K | 0.08% | 118 |
|