TCWA
Turtle Creek Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
6,445
+2,069
| +47% | +$1.28M | 0.47% | 59 |
|
|
2025
Q1 | $2.46M | Buy |
+4,376
| New | +$2.46M | 0.37% | 73 |
|
|
2024
Q4 | – | Sell |
-4,607
| Closed | -$2.66M | – | 117 |
|
|
2024
Q3 | $2.66M | Buy |
4,607
+13
| +0.3% | +$7.5K | 0.53% | 55 |
|
|
2024
Q2 | $2.51M | Buy |
4,594
+425
| +10% | +$233K | 0.58% | 53 |
|
|
2024
Q1 | $2.19M | Buy |
4,169
+10
| +0.2% | +$5.26K | 0.54% | 58 |
|
|
2023
Q4 | $1.99M | Buy |
+4,159
| New | +$1.99M | 0.58% | 53 |
|