DWM
Diversify Wealth Management’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 | $503K | Sell |
4,346
-20
| -0.5% | -$2.32K | 0.03% | 369 |
|
|
2025
Q1 | $413K | Sell |
4,366
-74
| -2% | -$7.01K | 0.03% | 389 |
|
|
2024
Q4 | $449K | Sell |
4,440
-22
| -0.5% | -$2.22K | 0.04% | 366 |
|
|
2024
Q3 | $430K | Buy |
4,462
+1,741
| +64% | +$168K | 0.04% | 339 |
|
|
2024
Q2 | $231K | Buy |
+2,721
| New | +$231K | 0.03% | 397 |
|