TPWM
Twelve Points Wealth Management’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 | $255K | Hold |
2,320
| – | – | 0.07% | 163 |
|
|
2025
Q1 | $215K | Hold |
2,320
| – | – | 0.06% | 163 |
|
|
2024
Q4 | $236K | Sell |
2,320
-55
| -2% | -$5.59K | 0.07% | 159 |
|
|
2024
Q3 | $227K | Sell |
2,375
-89
| -4% | -$8.52K | 0.07% | 165 |
|
|
2024
Q2 | $228K | Buy |
2,464
+88
| +4% | +$8.14K | 0.08% | 162 |
|
|
2024
Q1 | $201K | Sell |
2,376
-615
| -21% | -$51.9K | 0.07% | 163 |
|
|
2023
Q4 | $225K | Sell |
2,991
-103
| -3% | -$7.74K | 0.11% | 153 |
|
|
2023
Q3 | $212K | Buy |
3,094
+223
| +8% | +$15.3K | 0.11% | 160 |
|
|
2023
Q2 | $202K | Buy |
+2,871
| New | +$202K | 0.11% | 154 |
|
|
2022
Q2 | – | Sell |
-2,808
| Closed | -$214K | – | 169 |
|
|
2022
Q1 | $214K | Hold |
2,808
| – | – | 0.16% | 167 |
|
|
2021
Q4 | $235K | Buy |
+2,808
| New | +$235K | 0.19% | 146 |
|