Gen-Wealth Partners’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 | $7.73M | Sell |
70,173
-8,443
| -11% | -$930K | 2.98% | 4 |
|
|
2025
Q1 | $7.3M | Sell |
78,616
-627
| -0.8% | -$58.2K | 3.05% | 2 |
|
|
2024
Q4 | $8.05M | Sell |
79,243
-117
| -0.1% | -$11.9K | 3.46% | 2 |
|
|
2024
Q3 | $7.77M | Buy |
79,360
+2,571
| +3% | +$252K | 3.39% | 2 |
|
|
2024
Q2 | $7.11M | Buy |
76,789
+28,956
| +61% | +$2.68M | 3.43% | 2 |
|
|
2024
Q1 | $4.04M | Buy |
+47,833
| New | +$4.04M | 2% | 6 |
|