GDS Wealth Management’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 | $826K | Buy |
7,498
+493
| +7% | +$54.3K | 0.06% | 97 |
|
|
2025
Q1 | $650K | Buy |
7,005
+280
| +4% | +$26K | 0.06% | 96 |
|
|
2024
Q4 | $683K | Buy |
6,725
+315
| +5% | +$32K | 0.06% | 100 |
|
|
2024
Q3 | $614K | Buy |
6,410
+100
| +2% | +$9.58K | 0.06% | 87 |
|
|
2024
Q2 | $584K | Sell |
6,310
-188
| -3% | -$17.4K | 0.06% | 77 |
|
|
2024
Q1 | $549K | Sell |
6,498
-298
| -4% | -$25.2K | 0.06% | 85 |
|
|
2023
Q4 | $510K | Sell |
6,796
-295
| -4% | -$22.2K | 0.07% | 83 |
|
|
2023
Q3 | $485K | Sell |
7,091
-164
| -2% | -$11.2K | 0.08% | 75 |
|
|
2023
Q2 | $511K | Sell |
7,255
-237
| -3% | -$16.7K | 0.08% | 80 |
|
|
2023
Q1 | $479K | Buy |
7,492
+199
| +3% | +$12.7K | 0.08% | 77 |
|
|
2022
Q4 | $427K | Sell |
7,293
-133
| -2% | -$7.78K | 0.08% | 88 |
|
|
2022
Q3 | $430K | Buy |
7,426
+194
| +3% | +$11.2K | 0.1% | 76 |
|
|
2022
Q2 | $436K | Sell |
7,232
-862
| -11% | -$52K | 0.1% | 77 |
|
|
2022
Q1 | $582K | Buy |
8,094
+1,752
| +28% | +$126K | 0.13% | 72 |
|
|
2021
Q4 | $531K | Buy |
+6,342
| New | +$531K | 0.12% | 74 |
|