Brown 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 | $486K | Buy |
4,418
+24
| +0.5% | +$2.64K | 0.15% | 68 |
|
|
2025
Q1 | $408K | Buy |
4,394
+39
| +0.9% | +$3.62K | 0.14% | 68 |
|
|
2024
Q4 | $442K | Sell |
4,355
-14
| -0.3% | -$1.42K | 0.16% | 52 |
|
|
2024
Q3 | $418K | Sell |
4,369
-30
| -0.7% | -$2.87K | 0.15% | 58 |
|
|
2024
Q2 | $407K | Sell |
4,399
-1
| -0% | -$93 | 0.16% | 59 |
|
|
2024
Q1 | $372K | Buy |
4,400
+7
| +0.2% | +$591 | 0.15% | 60 |
|
|
2023
Q4 | $330K | Sell |
4,393
-5
| -0.1% | -$375 | 0.15% | 65 |
|
|
2023
Q3 | $301K | Sell |
4,398
-179
| -4% | -$12.2K | 0.14% | 62 |
|
|
2023
Q2 | $323K | Buy |
+4,577
| New | +$323K | 0.17% | 73 |
|