Enzi Wealth’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 | $581K | Buy |
5,244
+46
| +0.9% | +$5.09K | 0.21% | 34 |
|
|
2025
Q1 | $482K | Hold |
5,198
| – | – | 0.2% | 36 |
|
|
2024
Q4 | $552K | Sell |
5,198
-366
| -7% | -$38.8K | 0.21% | 36 |
|
|
2024
Q3 | $544K | Buy |
5,564
+685
| +14% | +$67K | 0.21% | 35 |
|
|
2024
Q2 | $467K | Sell |
4,879
-68
| -1% | -$6.52K | 0.21% | 35 |
|
|
2024
Q1 | $407K | Buy |
4,947
+68
| +1% | +$5.6K | 0.19% | 36 |
|
|
2023
Q4 | $393K | Hold |
4,879
| – | – | 0.19% | 37 |
|
|
2023
Q3 | $340K | Hold |
4,879
| – | – | 0.18% | 39 |
|
|
2023
Q2 | $347K | Sell |
4,879
-1,616
| -25% | -$115K | 0.18% | 43 |
|
|
2023
Q1 | $419K | Sell |
6,495
-1,245
| -16% | -$80.4K | 0.22% | 40 |
|
|
2022
Q4 | $472K | Hold |
7,740
| – | – | 0.23% | 43 |
|
|
2022
Q3 | $483K | Buy |
+7,740
| New | +$483K | 0.24% | 43 |
|