Fairway 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 | $403K | Hold |
3,658
| – | – | 0.13% | 43 |
|
|
2025
Q1 | $340K | Sell |
3,658
-1,000
| -21% | -$92.8K | 0.13% | 44 |
|
|
2024
Q4 | $473K | Buy |
4,658
+1,000
| +27% | +$102K | 0.21% | 39 |
|
|
2024
Q3 | $350K | Hold |
3,658
| – | – | 0.18% | 38 |
|
|
2024
Q2 | $339K | Hold |
3,658
| – | – | 0.2% | 36 |
|
|
2024
Q1 | $309K | Buy |
+3,658
| New | +$309K | 0.21% | 36 |
|