BCU Wealth Advisors’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 | $3.57M | Buy |
32,440
+2,974
| +10% | +$327K | 1.6% | 9 |
|
|
2025
Q1 | $2.74M | Buy |
29,466
+4,694
| +19% | +$436K | 1.42% | 10 |
|
|
2024
Q4 | $2.52M | Sell |
24,772
-1,133
| -4% | -$115K | 1.44% | 10 |
|
|
2024
Q3 | $2.48M | Buy |
25,905
+634
| +3% | +$60.7K | 1.48% | 10 |
|
|
2024
Q2 | $2.34M | Buy |
25,271
+11,078
| +78% | +$1.03M | 1.73% | 10 |
|
|
2024
Q1 | $1.2M | Buy |
14,193
+9,321
| +191% | +$787K | 1.02% | 15 |
|
|
2023
Q4 | $366K | Buy |
+4,872
| New | +$366K | 0.4% | 34 |
|