Abound 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 | $163K | Sell |
1,480
-905
| -38% | -$99.6K | 0.05% | 91 |
|
|
2025
Q1 | $221K | Buy |
2,385
+1,495
| +168% | +$139K | 0.07% | 64 |
|
|
2024
Q4 | $90.3K | Buy |
890
+8
| +0.9% | +$812 | 0.03% | 116 |
|
|
2024
Q3 | $84.4K | Buy |
882
+1
| +0.1% | +$96 | 0.03% | 119 |
|
|
2024
Q2 | $81.5K | Buy |
881
+1
| +0.1% | +$93 | 0.03% | 106 |
|
|
2024
Q1 | $74.3K | Hold |
880
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $66.1K | Buy |
880
+4
| +0.5% | +$300 | 0.03% | 115 |
|
|
2023
Q3 | $59.9K | Hold |
876
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $61.7K | Buy |
876
+2
| +0.2% | +$141 | 0.03% | 111 |
|
|
2023
Q1 | $55.9K | Buy |
874
+2
| +0.2% | +$128 | 0.03% | 117 |
|
|
2022
Q4 | $51K | Buy |
872
+1
| +0.1% | +$59 | 0.03% | 116 |
|
|
2022
Q3 | $50.4K | Sell |
871
-28
| -3% | -$1.62K | 0.03% | 110 |
|
|
2022
Q2 | $54.3K | Buy |
899
+667
| +288% | +$40.3K | 0.03% | 63 |
|
|
2022
Q1 | $17.7K | Sell |
232
-1
| -0.4% | -$76 | 0.01% | 84 |
|
|
2021
Q4 | $19.5K | Buy |
+233
| New | +$19.5K | 0.02% | 83 |
|