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TCWP’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,842
| Closed | -$541K | – | 30 |
|
|
2024
Q2 | $541K | Buy |
5,842
+2,248
| +63% | +$208K | 1.33% | 23 |
|
|
2024
Q1 | $303K | Buy |
+3,594
| New | +$303K | 0.81% | 39 |
|
|
2022
Q2 | – | Sell |
-92,759
| Closed | -$7.08M | – | 1000 |
|
|
2022
Q1 | $7.08M | Buy |
+92,759
| New | +$7.08M | 1.29% | 13 |
|