Evermay Wealth Management’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 | $186K | Sell |
1,691
-367
| -18% | -$40.4K | 0.02% | 201 |
|
|
2025
Q1 | $191K | Sell |
2,058
-370
| -15% | -$34.3K | 0.03% | 194 |
|
|
2024
Q4 | $247K | Buy |
2,428
+430
| +22% | +$43.7K | 0.04% | 177 |
|
|
2024
Q3 | $191K | Buy |
1,998
+367
| +23% | +$35.1K | 0.03% | 201 |
|
|
2024
Q2 | $151K | Hold |
1,631
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $138K | Buy |
1,631
+872
| +115% | +$73.6K | 0.02% | 237 |
|
|
2023
Q4 | $57K | Buy |
759
+5
| +0.7% | +$376 | 0.01% | 317 |
|
|
2023
Q3 | $51.6K | Hold |
754
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $53.1K | Sell |
754
-320
| -30% | -$22.6K | 0.01% | 303 |
|
|
2023
Q1 | $68.6K | Buy |
1,074
+694
| +183% | +$44.3K | 0.01% | 274 |
|
|
2022
Q4 | $22.2K | Hold |
380
| – | – | ﹤0.01% | 358 |
|
|
2022
Q3 | $22K | Sell |
380
-800
| -68% | -$46.3K | ﹤0.01% | 344 |
|
|
2022
Q2 | $71K | Sell |
1,180
-844
| -42% | -$50.8K | 0.01% | 247 |
|
|
2022
Q1 | $155K | Hold |
2,024
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $169K | Hold |
2,024
| – | – | 0.03% | 186 |
|
|
2021
Q3 | $150K | Hold |
2,024
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $147K | Buy |
+2,024
| New | +$147K | 0.03% | 197 |
|