Ownership history in TCWP LLC · 3 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES TR (IVW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 5,842 | — | 0% | 1.33% | $541K | $95.12 |
| 2024 Q2 | ADDED | 5,842 | +2,248 | +62.5% | 1.33% | $541K | $91.79 |
| 2024 Q1 | INITIATED | 3,594 | — | — | 0.81% | $303K | — |
As of 2025 Q4 — sorted by position size