CWA
Canvas Wealth Advisors’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 | $517K | Hold |
4,527
| – | – | 0.1% | 110 |
|
|
2025
Q1 | $400K | Buy |
4,527
+511
| +13% | +$45.1K | 0.1% | 115 |
|
|
2024
Q4 | $408K | Hold |
4,016
| – | – | 0.1% | 109 |
|
|
2024
Q3 | $385K | Hold |
4,016
| – | – | 0.11% | 105 |
|
|
2024
Q2 | $357K | Hold |
4,016
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $328K | Hold |
4,016
| – | – | 0.11% | 98 |
|
|
2023
Q4 | $304K | Buy |
+4,016
| New | +$304K | 0.11% | 102 |
|