TCWA
Turtle Creek Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
+8,968
| New | +$1.75M | 0.21% | 90 |
|
|
2024
Q4 | – | Sell |
-7,658
| Closed | -$1.51M | – | 115 |
|
|
2024
Q3 | $1.51M | Hold |
7,658
| – | – | 0.3% | 64 |
|
|
2024
Q2 | $1.39M | Sell |
7,658
-490
| -6% | -$89.2K | 0.32% | 62 |
|
|
2024
Q1 | $1.52M | Sell |
8,148
-14
| -0.2% | -$2.62K | 0.37% | 63 |
|
|
2023
Q4 | $1.42M | Buy |
+8,162
| New | +$1.42M | 0.42% | 63 |
|