Enzi Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Sell |
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|
2025
Q2 | $581K | Buy |
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|
2025
Q1 | $482K | Hold |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $544K | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $393K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $483K | Buy |
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