Arcadia Wealth Management (New Hampshire)’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 | $796K | Sell |
7,228
-33
| -0.5% | -$3.63K | 0.35% | 36 |
|
|
2025
Q1 | $674K | Sell |
7,261
-327
| -4% | -$30.4K | 0.33% | 41 |
|
|
2024
Q4 | $770K | Buy |
7,588
+5
| +0.1% | +$508 | 0.39% | 36 |
|
|
2024
Q3 | $726K | Buy |
7,583
+1,389
| +22% | +$133K | 0.38% | 34 |
|
|
2024
Q2 | $573K | Buy |
6,194
+2,125
| +52% | +$197K | 0.33% | 42 |
|
|
2024
Q1 | $344K | Buy |
4,069
+103
| +3% | +$8.7K | 0.21% | 46 |
|
|
2023
Q4 | $298K | Buy |
+3,966
| New | +$298K | 0.21% | 45 |
|