GWMR
GC Wealth Management RIA’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 | $8.8M | Buy |
79,900
+66
| +0.1% | +$7.27K | 0.72% | 19 |
|
|
2025
Q1 | $7.41M | Hold |
79,834
| – | – | 1.36% | 15 |
|
|
2024
Q4 | $8.11M | Hold |
79,834
| – | – | 1.42% | 13 |
|
|
2024
Q3 | $7.64M | Buy |
79,834
+64
| +0.1% | +$6.13K | 1.33% | 14 |
|
|
2024
Q2 | $7.38M | Hold |
79,770
| – | – | 1.46% | 14 |
|
|
2024
Q1 | $6.74M | Buy |
79,770
+68,430
| +603% | +$5.78M | 1.35% | 13 |
|
|
2023
Q4 | $852K | Buy |
+11,340
| New | +$852K | 0.38% | 70 |
|