Centurion 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 | $6.21M | Sell |
56,424
-7,589
| -12% | -$836K | 1.78% | 13 |
|
|
2025
Q1 | $6.5M | Hold |
64,013
| – | – | 2.03% | 13 |
|
|
2024
Q4 | $6.5M | Sell |
64,013
-221
| -0.3% | -$22.4K | 2.03% | 13 |
|
|
2024
Q3 | $6.15M | Buy |
+64,234
| New | +$6.15M | 1.96% | 14 |
|
|
2024
Q1 | $3.25M | Buy |
38,446
+18,414
| +92% | +$1.55M | 1.28% | 17 |
|
|
2023
Q4 | $1.5M | Buy |
20,032
+94
| +0.5% | +$7.06K | 0.64% | 28 |
|
|
2023
Q3 | $1.36M | Buy |
19,938
+11,360
| +132% | +$777K | 0.67% | 30 |
|
|
2023
Q2 | $605K | Buy |
8,578
+1
| +0% | +$70 | 0.29% | 59 |
|
|
2023
Q1 | $548K | Buy |
8,577
+1,090
| +15% | +$69.6K | 0.28% | 65 |
|
|
2022
Q4 | $438K | Buy |
+7,487
| New | +$438K | 0.25% | 85 |
|