EWA
Evolution 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 | $2.84M | Buy |
25,835
+10,250
| +66% | +$1.13M | 0.42% | 42 |
|
|
2025
Q1 | $1.45M | Buy |
15,585
+7,530
| +93% | +$699K | 0.24% | 56 |
|
|
2024
Q4 | $818K | Sell |
8,055
-7,700
| -49% | -$782K | 0.14% | 69 |
|
|
2024
Q3 | $1.51M | Buy |
15,755
+9,860
| +167% | +$944K | 0.27% | 54 |
|
|
2024
Q2 | $546K | Buy |
5,895
+180
| +3% | +$16.7K | 0.11% | 76 |
|
|
2024
Q1 | $483K | Buy |
5,715
+2,755
| +93% | +$233K | 0.09% | 82 |
|
|
2023
Q4 | $222K | Hold |
2,960
| – | – | 0.04% | 116 |
|
|
2023
Q3 | $203K | Hold |
2,960
| – | – | 0.05% | 109 |
|
|
2023
Q2 | $209K | Buy |
+2,960
| New | +$209K | 0.05% | 104 |
|
|
2021
Q4 | – | Sell |
-1,135
| Closed | -$84K | – | 393 |
|
|
2021
Q3 | $84K | Buy |
+1,135
| New | +$84K | 0.02% | 164 |
|
|
2020
Q2 | – | Sell |
-1,824
| Closed | -$301K | – | 554 |
|
|
2020
Q1 | $301K | Buy |
+1,824
| New | +$301K | 0.12% | 49 |
|