Daymark Wealth Partners’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 | $4.24M | Buy |
38,509
+704
| +2% | +$77.5K | 0.16% | 114 |
|
|
2025
Q1 | $3.51M | Buy |
37,805
+96
| +0.3% | +$8.91K | 0.15% | 115 |
|
|
2024
Q4 | $3.83M | Buy |
37,709
+296
| +0.8% | +$30.1K | 0.16% | 113 |
|
|
2024
Q3 | $3.58M | Buy |
37,413
+405
| +1% | +$38.8K | 0.15% | 120 |
|
|
2024
Q2 | $3.42M | Buy |
+37,008
| New | +$3.42M | 0.16% | 117 |
|
|
2023
Q3 | – | Sell |
-3,083
| Closed | -$217K | – | 396 |
|
|
2023
Q2 | $217K | Sell |
3,083
-444
| -13% | -$31.3K | 0.02% | 344 |
|
|
2023
Q1 | $225K | Buy |
+3,527
| New | +$225K | 0.03% | 269 |
|