Able 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 | $1.55M | Buy |
14,117
+2,073
| +17% | +$228K | 0.78% | 34 |
|
|
2025
Q1 | $1.12M | Sell |
12,044
-264
| -2% | -$24.5K | 0.66% | 37 |
|
|
2024
Q4 | $1.25M | Sell |
12,308
-1,040
| -8% | -$106K | 0.82% | 30 |
|
|
2024
Q3 | $1.28M | Sell |
13,348
-40
| -0.3% | -$3.83K | 0.97% | 22 |
|
|
2024
Q2 | $1.24M | Sell |
13,388
-561
| -4% | -$51.9K | 1.02% | 24 |
|
|
2024
Q1 | $1.18M | Sell |
13,949
-410
| -3% | -$34.6K | 1.03% | 22 |
|
|
2023
Q4 | $1.08M | Buy |
+14,359
| New | +$1.08M | 0.98% | 23 |
|