AWM Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Hold |
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|
2025
Q2 | $1.88M | Hold |
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2025
Q1 | $1.59M | Hold |
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|
2024
Q4 | $1.74M | Hold |
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|
2024
Q3 | $1.64M | Hold |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.41M | Hold |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $834K | Hold |
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|
2022
Q3 | $872K | Hold |
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|
2022
Q2 | $860K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.25M | Buy |
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