180 Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
2,904
-641
| -18% | -$70.6K | 0.04% | 324 |
|
|
2025
Q1 | $329K | Sell |
3,545
-72
| -2% | -$6.68K | 0.05% | 301 |
|
|
2024
Q4 | $367K | Sell |
3,617
-171
| -5% | -$17.4K | 0.06% | 281 |
|
|
2024
Q3 | $363K | Buy |
3,788
+45
| +1% | +$4.31K | 0.06% | 297 |
|
|
2024
Q2 | $356K | Buy |
3,743
+756
| +25% | +$72K | 0.06% | 284 |
|
|
2024
Q1 | $252K | Buy |
+2,987
| New | +$252K | 0.05% | 331 |
|