FullCircle Wealth’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 | $3.42M | Sell |
30,033
-1,752
| -6% | -$200K | 1.28% | 14 |
|
|
2025
Q1 | $2.99M | Buy |
31,785
+1,702
| +6% | +$160K | 1.23% | 16 |
|
|
2024
Q4 | $3.2M | Buy |
30,083
+1,952
| +7% | +$208K | 1.31% | 13 |
|
|
2024
Q3 | $2.75M | Sell |
28,131
-354
| -1% | -$34.6K | 1.23% | 15 |
|
|
2024
Q2 | $2.56M | Buy |
+28,485
| New | +$2.56M | 1.26% | 16 |
|