Accretive Wealth Partners’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 | $399K | Hold |
3,624
| – | – | 0.13% | 116 |
|
|
2025
Q1 | $349K | Buy |
+3,624
| New | +$349K | 0.12% | 120 |
|
|
2024
Q4 | – | Sell |
-3,624
| Closed | -$347K | – | 130 |
|
|
2024
Q3 | $347K | Hold |
3,624
| – | – | 0.15% | 113 |
|
|
2024
Q2 | $335K | Hold |
3,624
| – | – | 0.14% | 116 |
|
|
2024
Q1 | $302K | Hold |
3,624
| – | – | 0.13% | 119 |
|
|
2023
Q4 | $272K | Hold |
3,624
| – | – | 0.13% | 121 |
|
|
2023
Q3 | $248K | Hold |
3,624
| – | – | 0.15% | 111 |
|
|
2023
Q2 | $255K | Hold |
3,624
| – | – | 0.15% | 106 |
|
|
2023
Q1 | $232K | Hold |
3,624
| – | – | 0.15% | 106 |
|
|
2022
Q4 | $212K | Buy |
+3,624
| New | +$212K | 0.15% | 107 |
|