Brass Tax 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 | – | Sell |
-13,751
| Closed | -$1.28M | – | 236 |
|
|
2025
Q1 | $1.28M | Buy |
13,751
+68
| +0.5% | +$6.31K | 0.27% | 48 |
|
|
2024
Q4 | $1.39M | Hold |
13,683
| – | – | 0.29% | 42 |
|
|
2024
Q3 | $1.31M | Buy |
13,683
+42
| +0.3% | +$4.02K | 0.28% | 43 |
|
|
2024
Q2 | $1.26M | Buy |
13,641
+30
| +0.2% | +$2.78K | 0.55% | 31 |
|
|
2024
Q1 | $1.15M | Buy |
+13,611
| New | +$1.15M | 0.6% | 24 |
|