49 Wealth Management’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 | $721K | Sell |
6,552
-382
| -6% | -$42.1K | 0.08% | 71 |
|
|
2025
Q1 | $644K | Sell |
6,934
-322
| -4% | -$29.9K | 0.08% | 80 |
|
|
2024
Q4 | $737K | Sell |
7,256
-3,624
| -33% | -$368K | 0.11% | 67 |
|
|
2024
Q3 | $1.04M | Buy |
10,880
+2,701
| +33% | +$259K | 0.17% | 54 |
|
|
2024
Q2 | $763K | Buy |
8,179
+2,165
| +36% | +$202K | 0.15% | 63 |
|
|
2024
Q1 | $509K | Buy |
6,014
+172
| +3% | +$14.5K | 0.11% | 55 |
|
|
2023
Q4 | $439K | Buy |
+5,842
| New | +$439K | 0.11% | 57 |
|