FFT 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 | $1.33M | Buy |
11,639
+124
| +1% | +$14.1K | 0.26% | 43 |
|
|
2025
Q1 | $1.07M | Buy |
11,515
+821
| +8% | +$76.2K | 0.22% | 48 |
|
|
2024
Q4 | $1.09M | Buy |
10,694
+6,238
| +140% | +$633K | 0.08% | 60 |
|
|
2024
Q3 | $427K | Buy |
4,456
+237
| +6% | +$22.7K | 0.03% | 101 |
|
|
2024
Q2 | $390K | Sell |
4,219
-6,626
| -61% | -$613K | 0.03% | 91 |
|
|
2024
Q1 | $916K | Sell |
10,845
-1,109
| -9% | -$93.6K | 0.08% | 56 |
|
|
2023
Q4 | $898K | Buy |
11,954
+4,722
| +65% | +$355K | 0.08% | 48 |
|
|
2023
Q3 | $495K | Hold |
7,232
| – | – | 0.06% | 45 |
|
|
2023
Q2 | $510K | Sell |
7,232
-432
| -6% | -$30.4K | 0.06% | 42 |
|
|
2023
Q1 | $490K | Buy |
+7,664
| New | +$490K | 0.06% | 44 |
|