CWA
Clearview 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 | $2.54M | Sell |
23,109
-2,022
| -8% | -$223K | 1.77% | 15 |
|
|
2025
Q1 | $2.33M | Sell |
25,131
-2,790
| -10% | -$259K | 1.74% | 15 |
|
|
2024
Q4 | $2.83M | Sell |
27,921
-1,411
| -5% | -$143K | 2.16% | 10 |
|
|
2024
Q3 | $2.81M | Buy |
29,332
+10,048
| +52% | +$962K | 2.16% | 11 |
|
|
2024
Q2 | $1.78M | Buy |
19,284
+15,476
| +406% | +$1.43M | 1.56% | 17 |
|
|
2024
Q1 | $322K | Sell |
3,808
-1,264
| -25% | -$107K | 0.33% | 82 |
|
|
2023
Q4 | $381K | Buy |
5,072
+401
| +9% | +$30.1K | 0.44% | 71 |
|
|
2023
Q3 | $320K | Buy |
4,671
+3,047
| +188% | +$208K | 0.4% | 83 |
|
|
2023
Q2 | $114K | Hold |
1,624
| – | – | 0.12% | 131 |
|
|
2023
Q1 | $104K | Hold |
1,624
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $95K | Hold |
1,624
| – | – | 0.07% | 122 |
|
|
2022
Q3 | $94K | Hold |
1,624
| – | – | 0.07% | 122 |
|
|
2022
Q2 | $98K | Hold |
1,624
| – | – | 0.07% | 126 |
|
|
2022
Q1 | $124K | Hold |
1,624
| – | – | 0.08% | 121 |
|
|
2021
Q4 | $136K | Hold |
1,624
| – | – | 0.08% | 131 |
|
|
2021
Q3 | $120K | Hold |
1,624
| – | – | 0.08% | 143 |
|
|
2021
Q2 | $118K | Hold |
1,624
| – | – | 0.07% | 141 |
|
|
2021
Q1 | $106K | Sell |
1,624
-1,356
| -46% | -$88.5K | 0.07% | 150 |
|
|
2020
Q4 | $190K | Buy |
+2,980
| New | +$190K | 0.13% | 109 |
|