TIM
Total Investment 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 | $20.1K | Buy |
+182
| New | +$20.1K | ﹤0.01% | 252 |
|
|
2021
Q2 | – | Sell |
-9,102
| Closed | -$1.5M | – | 65 |
|
|
2021
Q1 | $1.5M | Buy |
+9,102
| New | +$1.5M | 0.42% | 19 |
|
|
2020
Q2 | – | Sell |
-9,102
| Closed | -$1.5M | – | 51 |
|
|
2020
Q1 | $1.5M | Buy |
+9,102
| New | +$1.5M | 0.42% | 19 |
|
|
2019
Q4 | – | Sell |
-5,635
| Closed | -$1.01M | – | 58 |
|
|
2019
Q3 | $1.01M | Sell |
5,635
-208
| -4% | -$37.4K | 0.21% | 23 |
|
|
2019
Q2 | $1.03M | Sell |
5,843
-30
| -0.5% | -$5.29K | 0.24% | 22 |
|
|
2019
Q1 | $1.01M | Sell |
5,873
-172
| -3% | -$29.5K | 0.24% | 23 |
|
|
2018
Q4 | $986K | Buy |
6,045
+43
| +0.7% | +$7.01K | 0.31% | 18 |
|
|
2018
Q3 | $1.06M | Sell |
6,002
-286
| -5% | -$50.7K | 0.23% | 20 |
|
|
2018
Q2 | $1.02M | Sell |
6,288
-230
| -4% | -$37.4K | 0.24% | 20 |
|
|
2018
Q1 | $1.01M | Buy |
6,518
+259
| +4% | +$40.2K | 0.25% | 20 |
|
|
2017
Q4 | $956K | Buy |
6,259
+49
| +0.8% | +$7.48K | 0.28% | 17 |
|
|
2017
Q3 | $891K | Buy |
6,210
+492
| +9% | +$70.6K | 0.31% | 17 |
|
|
2017
Q2 | $782K | Buy |
5,718
+96
| +2% | +$13.1K | 0.26% | 19 |
|
|
2017
Q1 | $739K | Buy |
5,622
+103
| +2% | +$13.5K | 0.25% | 20 |
|
|
2016
Q4 | $672K | Buy |
+5,519
| New | +$672K | 0.22% | 21 |
|