FWG Investments’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 | $930K | Buy |
+8,451
| New | +$930K | 0.71% | 44 |
|
|
2025
Q1 | – | Sell |
-11,883
| Closed | -$1.21M | – | 84 |
|
|
2024
Q4 | $1.21M | Buy |
11,883
+2,233
| +23% | +$227K | 0.94% | 36 |
|
|
2024
Q3 | $924K | Buy |
9,650
+428
| +5% | +$41K | 0.8% | 36 |
|
|
2024
Q2 | $853K | Buy |
9,222
+3,871
| +72% | +$358K | 0.86% | 35 |
|
|
2024
Q1 | $452K | Buy |
5,351
+1,958
| +58% | +$165K | 0.49% | 54 |
|
|
2023
Q4 | $255K | Buy |
+3,393
| New | +$255K | 0.32% | 76 |
|