Avid Wealth Partners’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 | $13.1M | Buy |
118,943
+11,915
| +11% | +$1.31M | 7.49% | 4 |
|
|
2025
Q1 | $9.94M | Sell |
107,028
-6,724
| -6% | -$624K | 6.74% | 3 |
|
|
2024
Q4 | $11.5M | Buy |
113,752
+1,185
| +1% | +$120K | 8.21% | 4 |
|
|
2024
Q3 | $10.8M | Sell |
112,567
-10,132
| -8% | -$970K | 7.63% | 4 |
|
|
2024
Q2 | $11.4M | Buy |
122,699
+61,526
| +101% | +$5.69M | 8.82% | 3 |
|
|
2024
Q1 | $5.17M | Buy |
+61,173
| New | +$5.17M | 4.15% | 10 |
|