Buck Wealth Strategies’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 | $8.9M | Buy |
80,794
+14,966
| +23% | +$1.65M | 1.36% | 32 |
|
|
2025
Q1 | $6.11M | Sell |
65,828
-41,940
| -39% | -$3.89M | 1.11% | 37 |
|
|
2024
Q4 | $10.9M | Buy |
107,768
+47,892
| +80% | +$4.86M | 2.27% | 15 |
|
|
2024
Q3 | $5.73M | Sell |
59,876
-2,737
| -4% | -$262K | 1.8% | 35 |
|
|
2024
Q2 | $5.79M | Buy |
+62,613
| New | +$5.79M | 1.71% | 36 |
|
|
2024
Q1 | – | Sell |
-62,582
| Closed | -$4.7M | – | 88 |
|
|
2023
Q4 | $4.7M | Sell |
62,582
-293
| -0.5% | -$22K | 1.74% | 33 |
|
|
2023
Q3 | $4.3M | Buy |
+62,875
| New | +$4.3M | 1.73% | 36 |
|
|
2022
Q3 | $3.63M | Buy |
+53,121
| New | +$3.63M | 1.7% | 38 |
|