Beaird Harris 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 | $183K | Hold |
1,664
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $154K | Buy |
1,664
+45
| +3% | +$4.18K | 0.01% | 138 |
|
|
2024
Q4 | $164K | Buy |
1,619
+824
| +104% | +$83.7K | 0.01% | 135 |
|
|
2024
Q3 | $76.1K | Buy |
795
+180
| +29% | +$17.2K | 0.01% | 202 |
|
|
2024
Q2 | $56.9K | Buy |
615
+65
| +12% | +$6.02K | 0.01% | 210 |
|
|
2024
Q1 | $46.4K | Hold |
550
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $41.3K | Hold |
550
| – | – | ﹤0.01% | 201 |
|
|
2023
Q3 | $37.6K | Hold |
550
| – | – | ﹤0.01% | 191 |
|
|
2023
Q2 | $38.8K | Hold |
550
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $35.1K | Hold |
550
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $32.2K | Hold |
550
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $32K | Buy |
+550
| New | +$32K | 0.01% | 195 |
|