AWP
Abacus Wealth Partners’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 | $207K | Buy |
+1,880
| New | +$207K | 0.03% | 101 |
|
2025
Q1 | – | Sell |
-2,044
| Closed | -$208K | – | 95 |
|
2024
Q4 | $208K | Buy |
+2,044
| New | +$208K | 0.03% | 85 |
|
2022
Q1 | – | Sell |
-2,424
| Closed | -$203K | – | 106 |
|
2021
Q4 | $203K | Buy |
+2,424
| New | +$203K | 0.07% | 118 |
|