Alterna 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 | $2.98M | Sell |
27,049
-7,826
| -22% | -$862K | 2.38% | 10 |
|
|
2025
Q1 | $3.24M | Buy |
34,875
+1,993
| +6% | +$185K | 2.46% | 12 |
|
|
2024
Q4 | $3.34M | Buy |
32,882
+4,746
| +17% | +$482K | 2.82% | 11 |
|
|
2024
Q3 | $2.69M | Sell |
28,136
-4,732
| -14% | -$453K | 2.42% | 12 |
|
|
2024
Q2 | $3.04M | Sell |
32,868
-1,306
| -4% | -$121K | 2.66% | 11 |
|
|
2024
Q1 | $2.89M | Buy |
34,174
+21,416
| +168% | +$1.81M | 2.34% | 10 |
|
|
2023
Q4 | $958K | Buy |
12,758
+3,477
| +37% | +$261K | 1.15% | 25 |
|
|
2023
Q3 | $635K | Buy |
+9,281
| New | +$635K | 0.81% | 39 |
|
|
2019
Q1 | – | Sell |
-27,848
| Closed | -$953K | – | 221 |
|
|
2018
Q4 | $953K | Buy |
+27,848
| New | +$953K | 0.16% | 100 |
|