TCG
Transcendent Capital Group’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 | $5.93M | Buy |
53,857
+1,018
| +2% | +$112K | 3.05% | 8 |
|
|
2025
Q1 | $4.91M | Sell |
52,839
-1,553
| -3% | -$144K | 2.76% | 10 |
|
|
2024
Q4 | $5.52M | Sell |
54,392
-15,683
| -22% | -$1.59M | 2.86% | 7 |
|
|
2024
Q3 | $6.71M | Sell |
70,075
-6,262
| -8% | -$600K | 3.44% | 4 |
|
|
2024
Q2 | $7.06M | Buy |
76,337
+38,705
| +103% | +$3.58M | 4.07% | 4 |
|
|
2024
Q1 | $3.18M | Buy |
37,632
+34,158
| +983% | +$2.88M | 1.85% | 17 |
|
|
2023
Q4 | $261K | Buy |
+3,474
| New | +$261K | 0.17% | 65 |
|