AWMS
Advocacy Wealth Management Services’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 | $82.4M | Sell |
748,838
-56,184
| -7% | -$6.19M | 5.06% | 5 |
|
|
2025
Q1 | $74.7M | Buy |
805,022
+85,780
| +12% | +$7.96M | 5.09% | 6 |
|
|
2024
Q4 | $73M | Buy |
719,242
+33,335
| +5% | +$3.38M | 5.55% | 4 |
|
|
2024
Q3 | $65.7M | Sell |
685,907
-39,454
| -5% | -$3.78M | 5.16% | 5 |
|
|
2024
Q2 | $67.1M | Buy |
725,361
+275,876
| +61% | +$25.5M | 5.54% | 4 |
|
|
2024
Q1 | $38M | Buy |
449,485
+328,258
| +271% | +$27.7M | 3.26% | 11 |
|
|
2023
Q4 | $9.1M | Buy |
+121,227
| New | +$9.1M | 0.86% | 26 |
|
|
2019
Q4 | – | Sell |
-757
| Closed | -$136K | – | 149 |
|
|
2019
Q3 | $136K | Buy |
757
+99
| +15% | +$17.8K | 0.09% | 29 |
|
|
2019
Q2 | $118K | Buy |
+658
| New | +$118K | 0.09% | 25 |
|