TC
Trust Company’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 | $5.29K | Hold |
48
| – | – | ﹤0.01% | 349 |
|
|
2025
Q1 | $4.46K | Hold |
48
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $4.87K | Buy |
+48
| New | +$4.87K | ﹤0.01% | 346 |
|
|
2018
Q1 | – | Sell |
-330
| Closed | -$50K | – | 364 |
|
|
2017
Q4 | $50K | Hold |
330
| – | – | 0.02% | 162 |
|
|
2017
Q3 | $47K | Buy |
+330
| New | +$47K | 0.03% | 141 |
|
|
2015
Q4 | – | Sell |
-115
| Closed | -$12K | – | 363 |
|
|
2015
Q3 | $12K | Hold |
115
| – | – | 0.01% | 283 |
|
|
2015
Q2 | $13K | Sell |
115
-85
| -43% | -$9.61K | 0.01% | 275 |
|
|
2015
Q1 | $23K | Buy |
+200
| New | +$23K | 0.01% | 196 |
|