CWM
IVW icon

Copia Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Copia Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$33K Hold
300
– – 0.03% 197
2025
Q1 		$27.8K Hold
300
– – 0.03% 198
2024
Q4 		$30.5K Buy
+300
New +$30.5K 0.03% 176