EverSource Wealth Advisors’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 | $2.83M | Sell |
25,661
-1,142
| -4% | -$126K | 0.13% | 134 |
|
|
2025
Q1 | $2.49M | Buy |
26,803
+7,694
| +40% | +$714K | 0.14% | 133 |
|
|
2024
Q4 | $1.94M | Buy |
19,109
+1,242
| +7% | +$126K | 0.11% | 152 |
|
|
2024
Q3 | $1.71M | Sell |
17,867
-5,685
| -24% | -$544K | 0.11% | 157 |
|
|
2024
Q2 | $2.15M | Buy |
23,552
+7,591
| +48% | +$693K | 0.14% | 128 |
|
|
2024
Q1 | $1.3M | Buy |
15,961
+5,362
| +51% | +$436K | 0.1% | 157 |
|
|
2023
Q4 | $796K | Buy |
10,599
+899
| +9% | +$67.5K | 0.07% | 189 |
|
|
2023
Q3 | $664K | Buy |
9,700
+5,762
| +146% | +$394K | 0.07% | 196 |
|
|
2023
Q2 | $278K | Buy |
3,938
+43
| +1% | +$3.03K | 0.03% | 327 |
|
|
2023
Q1 | $249K | Buy |
3,895
+220
| +6% | +$14.1K | 0.03% | 336 |
|
|
2022
Q4 | $215K | Buy |
+3,675
| New | +$215K | 0.03% | 343 |
|