Avondale Wealth Management’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 | $50.6K | Hold |
460
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $42.7K | Hold |
460
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $46.7K | Buy |
460
+26
| +6% | +$2.64K | 0.03% | 88 |
|
|
2024
Q3 | $41.6K | Hold |
434
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $40.2K | Buy |
434
+156
| +56% | +$14.4K | 0.03% | 92 |
|
|
2024
Q1 | $23.5K | Hold |
278
| – | – | 0.02% | 105 |
|
|
2023
Q4 | $20.9K | Buy |
278
+47
| +20% | +$3.53K | 0.02% | 104 |
|
|
2023
Q3 | $15.8K | Buy |
+231
| New | +$15.8K | 0.01% | 110 |
|