Brown Miller 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 |
-5,498
| Closed | -$510K | – | 193 |
|
|
2025
Q1 | $510K | Buy |
+5,498
| New | +$510K | 0.18% | 101 |
|
|
2024
Q4 | – | Sell |
-2,959
| Closed | -$283K | – | 127 |
|
|
2024
Q3 | $283K | Sell |
2,959
-2,629
| -47% | -$252K | 0.11% | 100 |
|
|
2024
Q2 | $517K | Sell |
5,588
-574
| -9% | -$53.1K | 0.21% | 79 |
|
|
2024
Q1 | $520K | Sell |
6,162
-54
| -0.9% | -$4.56K | 0.23% | 80 |
|
|
2023
Q4 | $467K | Sell |
6,216
-60
| -1% | -$4.51K | 0.23% | 80 |
|
|
2023
Q3 | $429K | Sell |
6,276
-37
| -0.6% | -$2.53K | 0.24% | 78 |
|
|
2023
Q2 | $445K | Buy |
+6,313
| New | +$445K | 0.24% | 76 |
|
|
2022
Q1 | – | Sell |
-5,409
| Closed | -$452K | – | 123 |
|
|
2021
Q4 | $452K | Sell |
5,409
-805
| -13% | -$67.3K | 0.26% | 70 |
|
|
2021
Q3 | $459K | Buy |
+6,214
| New | +$459K | 0.29% | 69 |
|
|
2021
Q1 | – | Sell |
-7,501
| Closed | -$479K | – | 119 |
|
|
2020
Q4 | $479K | Buy |
+7,501
| New | +$479K | 0.36% | 62 |
|