FSM Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Sell |
|
|||||
|
2025
Q2 | $978K | Hold |
|
|||||
|
2025
Q1 | $824K | Hold |
|
|||||
|
2024
Q4 | $910K | Hold |
|
|||||
|
2024
Q3 | $850K | Hold |
|
|||||
|
2024
Q2 | $822K | Hold |
|
|||||
|
2024
Q1 | $750K | Buy |
|
|||||
|
2023
Q4 | $667K | Hold |
|
|||||
|
2023
Q3 | $607K | Hold |
|
|||||
|
2023
Q2 | $620K | Hold |
|
|||||
|
2023
Q1 | $567K | Hold |
|
|||||
|
2022
Q4 | $519K | Buy |
|
|||||
|
2022
Q3 | $514K | Buy |
|
|||||
|
2022
Q2 | $279K | Buy |
|