Core 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 | $341K | Hold |
3,099
| – | – | 0.12% | 23 |
|
|
2025
Q1 | $288K | Hold |
3,099
| – | – | 0.11% | 25 |
|
|
2024
Q4 | $315K | Hold |
3,099
| – | – | 0.12% | 23 |
|
|
2024
Q3 | $287K | Hold |
3,099
| – | – | 0.12% | 21 |
|
|
2024
Q2 | $287K | Hold |
3,099
| – | – | 0.12% | 21 |
|
|
2024
Q1 | $262K | Hold |
3,099
| – | – | 0.11% | 18 |
|
|
2023
Q4 | $233K | Hold |
3,099
| – | – | 0.11% | 18 |
|
|
2023
Q3 | $212K | Hold |
3,099
| – | – | 0.11% | 17 |
|
|
2023
Q2 | $218K | Buy |
+3,099
| New | +$218K | 0.11% | 21 |
|