AWA
Arkadios Wealth Advisors’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 | $33.7M | Buy |
305,691
+38,035
| +14% | +$4.19M | 0.99% | 12 |
|
|
2025
Q1 | $24.8M | Buy |
267,656
+191,915
| +253% | +$17.8M | 0.94% | 11 |
|
|
2024
Q4 | $7.69M | Buy |
75,741
+9,515
| +14% | +$966K | 0.42% | 49 |
|
|
2024
Q3 | $6.34M | Buy |
66,226
+22,881
| +53% | +$2.19M | 0.36% | 57 |
|
|
2024
Q2 | $4.01M | Buy |
43,345
+39,018
| +902% | +$3.61M | 0.27% | 76 |
|
|
2024
Q1 | $365K | Buy |
4,327
+874
| +25% | +$73.8K | 0.03% | 477 |
|
|
2023
Q4 | $259K | Buy |
3,453
+407
| +13% | +$30.6K | 0.02% | 569 |
|
|
2023
Q3 | $208K | Buy |
+3,046
| New | +$208K | 0.02% | 608 |
|
|
2021
Q4 | – | Sell |
-1,319
| Closed | -$97K | – | 1175 |
|
|
2021
Q3 | $97K | Sell |
1,319
-50,406
| -97% | -$3.71M | 0.01% | 694 |
|
|
2021
Q2 | $3.76M | Sell |
51,725
-28,489
| -36% | -$2.07M | 0.46% | 47 |
|
|
2021
Q1 | $5.22M | Sell |
80,214
-3,814
| -5% | -$248K | 0.86% | 20 |
|
|
2020
Q4 | $5.36M | Buy |
84,028
+81,494
| +3,216% | +$5.2M | 1.13% | 12 |
|
|
2020
Q3 | $607K | Buy |
2,534
+61
| +2% | +$14.6K | 0.3% | 73 |
|
|
2020
Q2 | $534K | Buy |
2,473
+93
| +4% | +$20.1K | 0.3% | 73 |
|
|
2020
Q1 | $393K | Sell |
2,380
-17
| -0.7% | -$2.81K | 0.25% | 98 |
|
|
2019
Q4 | $501K | Buy |
+2,397
| New | +$501K | 0.3% | 79 |
|