Foguth 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 | $309K | Sell |
2,810
-698
| -20% | -$76.8K | 0.07% | 109 |
|
|
2025
Q1 | $326K | Sell |
3,508
-3,004
| -46% | -$279K | 0.08% | 112 |
|
|
2024
Q4 | $692K | Sell |
6,512
-1,154
| -15% | -$123K | 0.18% | 71 |
|
|
2024
Q3 | $737K | Sell |
7,666
-815
| -10% | -$78.4K | 0.27% | 60 |
|
|
2024
Q2 | $785K | Sell |
8,481
-1,250
| -13% | -$116K | 0.35% | 51 |
|
|
2024
Q1 | $822K | Buy |
+9,731
| New | +$822K | 0.44% | 52 |
|