Genesis Wealth Advisors’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 | $568K | Buy |
5,162
+418
| +9% | +$46K | 0.43% | 29 |
|
|
2025
Q1 | $440K | Buy |
4,744
+1,376
| +41% | +$128K | 0.36% | 34 |
|
|
2024
Q4 | $342K | Buy |
+3,368
| New | +$342K | 0.3% | 42 |
|
|
2015
Q2 | $51.7K | Sell |
1,816
-2,324
| -56% | -$66.2K | 0.04% | 173 |
|
|
2015
Q1 | $117K | Sell |
4,140
-340
| -8% | -$9.64K | 0.1% | 102 |
|
|
2014
Q4 | $131K | Buy |
+4,480
| New | +$131K | 0.1% | 100 |
|