Forthright Family Wealth Advisory’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 | $12.1M | Sell |
110,003
-2,205
| -2% | -$243K | 7.67% | 3 |
|
|
2025
Q1 | $10.4M | Buy |
112,208
+2,392
| +2% | +$222K | 6.88% | 3 |
|
|
2024
Q4 | $11.1M | Sell |
109,816
-15,379
| -12% | -$1.56M | 7.25% | 3 |
|
|
2024
Q3 | $13M | Buy |
125,195
+87,459
| +232% | +$9.09M | 8.36% | 2 |
|
|
2024
Q2 | $3.49M | Buy |
37,736
+6,204
| +20% | +$574K | 2.25% | 12 |
|
|
2024
Q1 | $2.66M | Buy |
31,532
+1,232
| +4% | +$104K | 1.79% | 15 |
|
|
2023
Q4 | $2.28M | Buy |
+30,300
| New | +$2.28M | 1.78% | 16 |
|