Fonville 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 | $2.78M | Sell |
25,266
-189
| -0.7% | -$20.8K | 0.7% | 37 |
|
|
2025
Q1 | $2.36M | Sell |
25,455
-2,572
| -9% | -$239K | 0.7% | 37 |
|
|
2024
Q4 | $2.85M | Sell |
28,027
-2,495
| -8% | -$253K | 0.94% | 32 |
|
|
2024
Q3 | $2.92M | Buy |
30,522
+2,640
| +9% | +$253K | 1.01% | 32 |
|
|
2024
Q2 | $2.58M | Sell |
27,882
-181
| -0.6% | -$16.7K | 1.02% | 33 |
|
|
2024
Q1 | $2.37M | Sell |
28,063
-478
| -2% | -$40.4K | 1.05% | 35 |
|
|
2023
Q4 | $2.14M | Buy |
+28,541
| New | +$2.14M | 1.14% | 34 |
|