Foundation Wealth Management (Missouri)’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 | $40M | Buy |
363,453
+4,248
| +1% | +$468K | 27.87% | 1 |
|
|
2025
Q1 | $33.3M | Sell |
359,205
-4,747
| -1% | -$441K | 26.12% | 1 |
|
|
2024
Q4 | $37M | Sell |
363,952
-7,228
| -2% | -$734K | 28.69% | 1 |
|
|
2024
Q3 | $35.5M | Sell |
371,180
-9,015
| -2% | -$863K | 26.96% | 1 |
|
|
2024
Q2 | $35.2M | Sell |
380,195
-11,614
| -3% | -$1.07M | 27.57% | 1 |
|
|
2024
Q1 | $33.1M | Buy |
391,809
+12,146
| +3% | +$1.03M | 26.97% | 1 |
|
|
2023
Q4 | $28.5M | Buy |
379,663
+18,920
| +5% | +$1.42M | 25.48% | 1 |
|
|
2023
Q3 | $24.7M | Buy |
360,743
+4,793
| +1% | +$328K | 24.67% | 1 |
|
|
2023
Q2 | $25.1M | Sell |
355,950
-1,471
| -0.4% | -$104K | 24.48% | 1 |
|
|
2023
Q1 | $22.8M | Sell |
357,421
-68
| -0% | -$4.34K | 23.51% | 1 |
|
|
2022
Q4 | $20.9M | Buy |
+357,489
| New | +$20.9M | 21.24% | 1 |
|