AWA
Aaron 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 | $991K | Sell |
9,003
-183
| -2% | -$20.1K | 0.1% | 132 |
|
|
2025
Q1 | $853K | Sell |
9,186
-67
| -0.7% | -$6.22K | 0.1% | 140 |
|
|
2024
Q4 | $939K | Hold |
9,253
| – | – | 0.11% | 125 |
|
|
2024
Q3 | $886K | Hold |
9,253
| – | – | 0.11% | 126 |
|
|
2024
Q2 | $856K | Hold |
9,253
| – | – | 0.12% | 113 |
|
|
2024
Q1 | $781K | Hold |
9,253
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $695K | Sell |
9,253
-1,740
| -16% | -$131K | 0.12% | 108 |
|
|
2023
Q3 | $752K | Hold |
10,993
| – | – | 0.1% | 113 |
|
|
2023
Q2 | $775K | Hold |
10,993
| – | – | 0.1% | 114 |
|
|
2023
Q1 | $702K | Hold |
10,993
| – | – | 0.1% | 122 |
|
|
2022
Q4 | $643K | Buy |
10,993
+5,806
| +112% | +$340K | 0.09% | 127 |
|
|
2022
Q3 | $300K | Sell |
5,187
-191
| -4% | -$11K | 0.06% | 169 |
|
|
2022
Q2 | $324K | Sell |
5,378
-272,874
| -98% | -$16.4M | 0.08% | 141 |
|
|
2022
Q1 | $3.64M | Buy |
278,252
+274,609
| +7,538% | +$3.6M | 0.05% | 157 |
|
|
2021
Q4 | $304K | Hold |
3,643
| – | – | 0.09% | 143 |
|
|
2021
Q3 | $269K | Buy |
+3,643
| New | +$269K | 0.08% | 135 |
|