Axxcess Wealth Management’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 | $1.32M | Sell |
12,021
-4,525
| -27% | -$498K | 0.03% | 361 |
|
|
2025
Q1 | $1.54M | Buy |
16,546
+422
| +3% | +$39.2K | 0.04% | 304 |
|
|
2024
Q4 | $1.64M | Buy |
16,124
+5,181
| +47% | +$526K | 0.04% | 314 |
|
|
2024
Q3 | $1.05M | Buy |
10,943
+2,325
| +27% | +$223K | 0.03% | 385 |
|
|
2024
Q2 | $798K | Sell |
8,618
-545
| -6% | -$50.4K | 0.02% | 422 |
|
|
2024
Q1 | $774K | Sell |
9,163
-7,191
| -44% | -$607K | 0.02% | 432 |
|
|
2023
Q4 | $1.23M | Buy |
16,354
+21
| +0.1% | +$1.58K | 0.04% | 320 |
|
|
2023
Q3 | $1.12M | Buy |
16,333
+2,310
| +16% | +$158K | 0.04% | 298 |
|
|
2023
Q2 | $988K | Buy |
14,023
+251
| +2% | +$17.7K | 0.07% | 231 |
|
|
2023
Q1 | $880K | Buy |
13,772
+3,993
| +41% | +$255K | 0.07% | 247 |
|
|
2022
Q4 | $572K | Buy |
9,779
+68
| +0.7% | +$3.98K | 0.05% | 332 |
|
|
2022
Q3 | $562K | Buy |
9,711
+32
| +0.3% | +$1.85K | 0.05% | 295 |
|
|
2022
Q2 | $584K | Buy |
9,679
+4,101
| +74% | +$247K | 0.05% | 273 |
|
|
2022
Q1 | $426K | Hold |
5,578
| – | – | 0.03% | 387 |
|
|
2021
Q4 | $467K | Buy |
+5,578
| New | +$467K | 0.03% | 373 |
|