Beacon Bridge Wealth Partners’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 | $1.24M | Hold |
11,262
| – | – | 0.49% | 46 |
|
|
2025
Q1 | $1.05M | Sell |
11,262
-55
| -0.5% | -$5.11K | 0.45% | 46 |
|
|
2024
Q4 | $1.15M | Sell |
11,317
-2,546
| -18% | -$258K | 0.49% | 46 |
|
|
2024
Q3 | $1.33M | Sell |
13,863
-212
| -2% | -$20.3K | 0.57% | 43 |
|
|
2024
Q2 | $1.3M | Sell |
14,075
-3,708
| -21% | -$343K | 0.6% | 43 |
|
|
2024
Q1 | $1.5M | Sell |
17,783
-12,257
| -41% | -$1.03M | 0.71% | 36 |
|
|
2023
Q4 | $2.26M | Sell |
30,040
-28,495
| -49% | -$2.14M | 1.13% | 26 |
|
|
2023
Q3 | $4M | Buy |
58,535
+2,441
| +4% | +$167K | 2.11% | 15 |
|
|
2023
Q2 | $3.95M | Buy |
56,094
+2,773
| +5% | +$195K | 2.02% | 12 |
|
|
2023
Q1 | $3.41M | Sell |
53,321
-12,196
| -19% | -$779K | 2.04% | 15 |
|
|
2022
Q4 | $3.83M | Buy |
+65,517
| New | +$3.83M | 2.79% | 10 |
|