FWA
FSM Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Hold |
8,878
| – | – | 0.16% | 93 |
|
|
2025
Q1 | $824K | Hold |
8,878
| – | – | 0.19% | 73 |
|
|
2024
Q4 | $910K | Hold |
8,878
| – | – | 0.22% | 62 |
|
|
2024
Q3 | $850K | Hold |
8,878
| – | – | 0.23% | 65 |
|
|
2024
Q2 | $822K | Hold |
8,878
| – | – | 0.28% | 59 |
|
|
2024
Q1 | $750K | Buy |
8,878
+1
| +0% | +$84 | 0.27% | 65 |
|
|
2023
Q4 | $667K | Hold |
8,877
| – | – | 0.28% | 64 |
|
|
2023
Q3 | $607K | Hold |
8,877
| – | – | 0.31% | 66 |
|
|
2023
Q2 | $620K | Hold |
8,877
| – | – | 0.31% | 66 |
|
|
2023
Q1 | $567K | Hold |
8,877
| – | – | 0.33% | 67 |
|
|
2022
Q4 | $519K | Buy |
8,877
+1
| +0% | +$58 | 0.37% | 68 |
|
|
2022
Q3 | $514K | Buy |
8,876
+4,808
| +118% | +$278K | 0.43% | 63 |
|
|
2022
Q2 | $279K | Buy |
+4,068
| New | +$279K | 0.28% | 88 |
|