TCWA
Turtle Creek Wealth Advisors’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 | $2.87M | Sell |
26,077
-1,093
| -4% | -$120K | 0.34% | 71 |
|
|
2025
Q1 | $2.52M | Sell |
27,170
-2,268
| -8% | -$211K | 0.38% | 72 |
|
|
2024
Q4 | $2.99M | Buy |
29,438
+2,170
| +8% | +$220K | 0.69% | 37 |
|
|
2024
Q3 | $2.61M | Sell |
27,268
-738
| -3% | -$70.7K | 0.52% | 56 |
|
|
2024
Q2 | $2.59M | Hold |
28,006
| – | – | 0.6% | 51 |
|
|
2024
Q1 | $2.36M | Hold |
28,006
| – | – | 0.58% | 55 |
|
|
2023
Q4 | $2.1M | Buy |
+28,006
| New | +$2.1M | 0.62% | 51 |
|