CWM
C2C Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Hold |
11,204
| – | – | 1.12% | 23 |
|
|
2025
Q1 | $1.04M | Hold |
11,204
| – | – | 0.98% | 26 |
|
|
2024
Q4 | $1.14M | Hold |
11,204
| – | – | 1.05% | 23 |
|
|
2024
Q3 | $1.07M | Buy |
11,204
+360
| +3% | +$34.2K | 0.99% | 25 |
|
|
2024
Q2 | $1M | Sell |
10,844
-60
| -0.6% | -$5.55K | 0.98% | 25 |
|
|
2024
Q1 | $921K | Sell |
10,904
-254
| -2% | -$21.4K | 0.91% | 27 |
|
|
2023
Q4 | $841K | Buy |
11,158
+2
| +0% | +$151 | 0.71% | 38 |
|
|
2023
Q3 | $763K | Hold |
11,156
| – | – | 0.11% | 99 |
|
|
2023
Q2 | $801K | Buy |
11,156
+1
| +0% | +$72 | 0.11% | 104 |
|
|
2023
Q1 | $711K | Buy |
11,155
+1
| +0% | +$64 | 0.11% | 107 |
|
|
2022
Q4 | $662K | Buy |
11,154
+1
| +0% | +$59 | 0.11% | 80 |
|
|
2022
Q3 | $681K | Buy |
11,153
+1
| +0% | +$61 | 0.13% | 82 |
|
|
2022
Q2 | $712K | Hold |
11,152
| – | – | 0.13% | 84 |
|
|
2022
Q1 | $816K | Buy |
11,152
+1
| +0% | +$73 | 0.14% | 86 |
|
|
2021
Q4 | $933K | Buy |
+11,151
| New | +$933K | 0.13% | 87 |
|