DWM
Dogwood 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 | $15.1K | Sell |
137
-392
| -74% | -$43.1K | 0.01% | 213 |
|
|
2025
Q1 | $49.1K | Sell |
529
-234
| -31% | -$21.7K | 0.03% | 122 |
|
|
2024
Q4 | $77.5K | Sell |
763
-42,333
| -98% | -$4.3M | 0.04% | 106 |
|
|
2024
Q3 | $4.13M | Sell |
43,096
-1,525
| -3% | -$146K | 2.37% | 14 |
|
|
2024
Q2 | $4.13M | Sell |
44,621
-14,427
| -24% | -$1.34M | 2.54% | 12 |
|
|
2024
Q1 | $4.99M | Buy |
59,048
+3,087
| +6% | +$261K | 3.37% | 8 |
|
|
2023
Q4 | $4.2M | Buy |
+55,961
| New | +$4.2M | 3.28% | 8 |
|