Foster Victor Wealth Advisors’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 | $203K | Buy |
+1,827
| New | +$203K | 0.01% | 195 |
|
|
2025
Q1 | – | Sell |
-2,176
| Closed | -$226K | – | 201 |
|
|
2024
Q4 | $226K | Buy |
2,176
+1
| +0% | +$104 | 0.02% | 178 |
|
|
2024
Q3 | $210K | Sell |
2,175
-175
| -7% | -$16.9K | 0.02% | 184 |
|
|
2024
Q2 | $226K | Buy |
+2,350
| New | +$226K | 0.02% | 179 |
|
|
2022
Q1 | – | Sell |
-2,467
| Closed | -$200K | – | 145 |
|
|
2021
Q4 | $200K | Buy |
+2,467
| New | +$200K | 0.03% | 136 |
|
|
2019
Q3 | – | Sell |
-4,568
| Closed | -$208K | – | 94 |
|
|
2019
Q2 | $208K | Sell |
4,568
-560
| -11% | -$25.5K | 0.15% | 89 |
|
|
2019
Q1 | $221K | Buy |
+5,128
| New | +$221K | 0.17% | 83 |
|