AWS
Atria Wealth Solutions’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 | $36.6M | Sell |
332,486
-385,775
| -54% | -$42.5M | 0.83% | 12 |
|
|
2025
Q1 | $66.7M | Buy |
718,261
+8,649
| +1% | +$803K | 0.8% | 16 |
|
|
2024
Q4 | $72M | Sell |
709,612
-24,694
| -3% | -$2.51M | 0.79% | 15 |
|
|
2024
Q3 | $70.3M | Sell |
734,306
-110,338
| -13% | -$10.6M | 0.76% | 16 |
|
|
2024
Q2 | $78.2M | Buy |
844,644
+253,351
| +43% | +$23.4M | 0.86% | 14 |
|
|
2024
Q1 | $49.9M | Buy |
591,293
+138,008
| +30% | +$11.7M | 0.56% | 25 |
|
|
2023
Q4 | $34M | Buy |
453,285
+48,252
| +12% | +$3.62M | 0.43% | 37 |
|
|
2023
Q3 | $27.8M | Buy |
405,033
+160,207
| +65% | +$11M | 0.39% | 47 |
|
|
2023
Q2 | $17.3M | Sell |
244,826
-15,877
| -6% | -$1.12M | 0.24% | 94 |
|
|
2023
Q1 | $16.7M | Buy |
260,703
+51,401
| +25% | +$3.28M | 0.25% | 88 |
|
|
2022
Q4 | $12.2M | Buy |
209,302
+29,181
| +16% | +$1.71M | 0.2% | 115 |
|
|
2022
Q3 | $10.4M | Buy |
180,121
+11,979
| +7% | +$693K | 0.18% | 119 |
|
|
2022
Q2 | $10.1M | Sell |
168,142
-70,172
| -29% | -$4.23M | 0.19% | 109 |
|
|
2022
Q1 | $18.2M | Buy |
+238,314
| New | +$18.2M | 0.3% | 66 |
|