Congress 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 | $6.01M | Buy |
54,546
+9,719
| +22% | +$1.07M | 0.06% | 352 |
|
|
2025
Q1 | $4.2M | Buy |
44,827
+32,570
| +266% | +$3.05M | 0.05% | 354 |
|
|
2024
Q4 | $1.24M | Buy |
12,257
+6,258
| +104% | +$635K | 0.02% | 489 |
|
|
2024
Q3 | $574K | Buy |
5,999
+64
| +1% | +$6.13K | 0.01% | 615 |
|
|
2024
Q2 | $549K | Sell |
5,935
-199
| -3% | -$18.4K | 0.01% | 524 |
|
|
2024
Q1 | $518K | Sell |
6,134
-5,380
| -47% | -$454K | 0.01% | 447 |
|
|
2023
Q4 | $865K | Buy |
11,514
+5,520
| +92% | +$415K | 0.02% | 403 |
|
|
2023
Q3 | $410K | Sell |
5,994
-3,360
| -36% | -$230K | 0.01% | 482 |
|
|
2023
Q2 | $659K | Hold |
9,354
| – | – | 0.02% | 383 |
|
|
2023
Q1 | $598K | Sell |
9,354
-1,315
| -12% | -$84K | 0.01% | 395 |
|
|
2022
Q4 | $624K | Buy |
10,669
+1
| +0% | +$59 | 0.02% | 385 |
|
|
2022
Q3 | $617K | Buy |
10,668
+1,671
| +19% | +$96.6K | 0.02% | 383 |
|
|
2022
Q2 | $543K | Sell |
8,997
-3,035
| -25% | -$183K | 0.01% | 395 |
|
|
2022
Q1 | $919K | Sell |
12,032
-1,402
| -10% | -$107K | 0.02% | 364 |
|
|
2021
Q4 | $1.12M | Buy |
+13,434
| New | +$1.12M | 0.02% | 356 |
|