FSA 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 | $130K | Hold |
1,180
| – | – | 0.05% | 75 |
|
|
2025
Q1 | $110K | Hold |
1,180
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $120K | Hold |
1,180
| – | – | 0.05% | 76 |
|
|
2024
Q3 | $113K | Buy |
+1,180
| New | +$113K | 0.05% | 82 |
|
|
2024
Q1 | $99.6K | Hold |
1,180
| – | – | 0.04% | 85 |
|
|
2023
Q4 | $89K | Buy |
+1,180
| New | +$89K | 0.04% | 87 |
|
|
2021
Q1 | – | Sell |
-2,640
| Closed | -$168K | – | 143 |
|
|
2020
Q4 | $168K | Buy |
+2,640
| New | +$168K | 0.08% | 58 |
|
|
2020
Q3 | – | Sell |
-2,640
| Closed | -$137K | – | 201 |
|
|
2020
Q2 | $137K | Hold |
2,640
| – | – | 0.09% | 68 |
|
|
2020
Q1 | $109K | Sell |
2,640
-480
| -15% | -$19.8K | 0.09% | 74 |
|
|
2019
Q4 | $151K | Buy |
+3,120
| New | +$151K | 0.11% | 68 |
|