Accurate 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 | $560K | Sell |
5,043
-671
| -12% | -$74.5K | 0.09% | 241 |
|
|
2025
Q1 | $516K | Sell |
5,714
-2,535
| -31% | -$229K | 0.1% | 203 |
|
|
2024
Q4 | $834K | Sell |
8,249
-411
| -5% | -$41.5K | 0.16% | 142 |
|
|
2024
Q3 | $838K | Buy |
8,660
+5,486
| +173% | +$531K | 0.17% | 133 |
|
|
2024
Q2 | $305K | Buy |
3,174
+407
| +15% | +$39.1K | 0.07% | 233 |
|
|
2024
Q1 | $219K | Sell |
2,767
-47
| -2% | -$3.73K | 0.06% | 271 |
|
|
2023
Q4 | $213K | Sell |
2,814
-343
| -11% | -$25.9K | 0.07% | 255 |
|
|
2023
Q3 | $222K | Sell |
3,157
-299
| -9% | -$21K | 0.07% | 241 |
|
|
2023
Q2 | $246K | Sell |
3,456
-256
| -7% | -$18.2K | 0.08% | 228 |
|
|
2023
Q1 | $238K | Sell |
3,712
-10
| -0.3% | -$641 | 0.08% | 219 |
|
|
2022
Q4 | $219K | Buy |
3,722
+440
| +13% | +$25.9K | 0.08% | 205 |
|
|
2022
Q3 | $340K | Sell |
3,282
-1,260
| -28% | -$131K | 0.14% | 124 |
|
|
2022
Q2 | $283K | Sell |
4,542
-11
| -0.2% | -$685 | 0.15% | 112 |
|
|
2022
Q1 | $348K | Buy |
4,553
+2,561
| +129% | +$196K | 0.16% | 115 |
|
|
2021
Q4 | $356K | Hold |
1,992
| – | – | 0.29% | 93 |
|
|
2021
Q3 | $340K | Sell |
1,992
-2,137
| -52% | -$365K | 0.3% | 96 |
|
|
2021
Q2 | $300K | Buy |
+4,129
| New | +$300K | 0.26% | 95 |
|