GeoWealth 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 | $5.06M | Sell |
45,955
-4,927
| -10% | -$542K | 0.2% | 63 |
|
|
2025
Q1 | $4.72M | Buy |
50,882
+11,578
| +29% | +$1.07M | 0.19% | 68 |
|
|
2024
Q4 | $3.99M | Buy |
39,304
+28,448
| +262% | +$2.89M | 0.13% | 115 |
|
|
2024
Q3 | $1.04M | Sell |
10,856
-199
| -2% | -$19.1K | 0.04% | 297 |
|
|
2024
Q2 | $1.02M | Buy |
11,055
+5,683
| +106% | +$526K | 0.04% | 270 |
|
|
2024
Q1 | $454K | Buy |
5,372
+3,651
| +212% | +$308K | 0.02% | 466 |
|
|
2023
Q4 | $129K | Buy |
1,721
+420
| +32% | +$31.5K | 0.01% | 558 |
|
|
2023
Q3 | $89K | Buy |
+1,301
| New | +$89K | 0.01% | 341 |
|
|
2023
Q2 | – | Sell |
-43,036
| Closed | -$2.75M | – | 458 |
|
|
2023
Q1 | $2.75M | Buy |
+43,036
| New | +$2.75M | 0.32% | 61 |
|
|
2020
Q3 | – | Sell |
-3,868
| Closed | -$201K | – | 178 |
|
|
2020
Q2 | $201K | Buy |
+3,868
| New | +$201K | 0.08% | 148 |
|