AWM
Aspire Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.62M | Sell |
16,882
-726
| -4% | -$69.5K | 0.87% | 24 |
|
|
2024
Q2 | $1.63M | Buy |
17,608
+6,325
| +56% | +$585K | 0.93% | 23 |
|
|
2024
Q1 | $953K | Buy |
11,283
+6,811
| +152% | +$575K | 0.58% | 36 |
|
|
2023
Q4 | $336K | Buy |
4,472
+1
| +0% | +$75 | 0.23% | 68 |
|
|
2023
Q3 | $306K | Buy |
+4,471
| New | +$306K | 0.23% | 66 |
|