AWE
Avidian Wealth Enterprises’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 | $4.24M | Sell |
38,542
-5,897
| -13% | -$649K | 0.17% | 81 |
|
|
2025
Q1 | $4.13M | Sell |
44,439
-583
| -1% | -$54.1K | 0.18% | 78 |
|
|
2024
Q4 | $4.57M | Sell |
45,022
-1,184
| -3% | -$120K | 0.21% | 72 |
|
|
2024
Q3 | $4.42M | Sell |
46,206
-4,864
| -10% | -$466K | 0.2% | 72 |
|
|
2024
Q2 | $4.73M | Buy |
51,070
+15,991
| +46% | +$1.48M | 0.2% | 67 |
|
|
2024
Q1 | $2.96M | Buy |
35,079
+18,013
| +106% | +$1.52M | 0.14% | 79 |
|
|
2023
Q4 | $1.28M | Buy |
17,066
+2,344
| +16% | +$176K | 0.08% | 137 |
|
|
2023
Q3 | $1.01M | Buy |
14,722
+11,384
| +341% | +$779K | 0.07% | 159 |
|
|
2023
Q2 | $235K | Buy |
+3,338
| New | +$235K | 0.02% | 378 |
|
|
2022
Q2 | – | Sell |
-22,866
| Closed | -$1.75M | – | 475 |
|
|
2022
Q1 | $1.75M | Buy |
22,866
+1,140
| +5% | +$87.1K | 0.11% | 123 |
|
|
2021
Q4 | $1.82M | Buy |
+21,726
| New | +$1.82M | 0.11% | 120 |
|
|
2021
Q3 | – | Sell |
-3,054
| Closed | -$222K | – | 397 |
|
|
2021
Q2 | $222K | Buy |
+3,054
| New | +$222K | 0.02% | 346 |
|