Chemistry 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 | $267K | Hold |
2,427
| – | – | 0.06% | 160 |
|
|
2025
Q1 | $225K | Hold |
2,427
| – | – | 0.05% | 169 |
|
|
2024
Q4 | $246K | Hold |
2,427
| – | – | 0.06% | 155 |
|
|
2024
Q3 | $232K | Hold |
2,427
| – | – | 0.06% | 156 |
|
|
2024
Q2 | $225K | Hold |
2,427
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $205K | Buy |
+2,427
| New | +$205K | 0.06% | 158 |
|
|
2022
Q1 | – | Sell |
-2,469
| Closed | -$207K | – | 163 |
|
|
2021
Q4 | $207K | Buy |
+2,469
| New | +$207K | 0.17% | 81 |
|