DWMS
Dominguez Wealth Management Solutions’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 | $1.77M | Buy |
16,114
+319
| +2% | +$35.1K | 1.23% | 19 |
|
|
2025
Q1 | $1.47M | Buy |
15,795
+10
| +0.1% | +$928 | 1.07% | 20 |
|
|
2024
Q4 | $1.6M | Buy |
15,785
+423
| +3% | +$42.9K | 1.17% | 18 |
|
|
2024
Q3 | $1.47M | Buy |
15,362
+283
| +2% | +$27.1K | 1.06% | 21 |
|
|
2024
Q2 | $1.4M | Buy |
15,079
+7
| +0% | +$648 | 1.05% | 21 |
|
|
2024
Q1 | $1.27M | Sell |
15,072
-590
| -4% | -$49.8K | 1% | 21 |
|
|
2023
Q4 | $1.18M | Sell |
15,662
-1,368
| -8% | -$103K | 0.98% | 21 |
|
|
2023
Q3 | $1.17M | Sell |
17,030
-265
| -2% | -$18.1K | 1.08% | 21 |
|
|
2023
Q2 | $1.22M | Sell |
17,295
-173
| -1% | -$12.2K | 1.07% | 21 |
|
|
2023
Q1 | $1.12M | Sell |
17,468
-297
| -2% | -$19K | 1.02% | 21 |
|
|
2022
Q4 | $1.04M | Buy |
+17,765
| New | +$1.04M | 1.03% | 24 |
|