GGM 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
Q1 | – | Sell |
-2,088
| Closed | -$212K | – | 144 |
|
|
2024
Q4 | $212K | Buy |
+2,088
| New | +$212K | 0.11% | 130 |
|
|
2022
Q4 | – | Sell |
-17,318
| Closed | -$1.07M | – | 143 |
|
|
2022
Q3 | $1.07M | Hold |
17,318
| – | – | 0.58% | 38 |
|
|
2022
Q2 | $1.06M | Sell |
17,318
-2,000
| -10% | -$123K | 0.59% | 38 |
|
|
2022
Q1 | $1.42M | Hold |
19,318
| – | – | 0.71% | 33 |
|
|
2021
Q4 | $1.56M | Hold |
19,318
| – | – | 1.24% | 19 |
|
|
2021
Q3 | $1.52M | Sell |
19,318
-1,570
| -8% | -$124K | 1.21% | 19 |
|
|
2021
Q2 | $1.55M | Hold |
20,888
| – | – | 1.32% | 18 |
|
|
2021
Q1 | $1.45M | Hold |
20,888
| – | – | 1.16% | 20 |
|
|
2020
Q4 | $1.34M | Buy |
+20,888
| New | +$1.34M | 1.32% | 19 |
|