Gilliland Jeter 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 | $710K | Buy |
6,445
+192
| +3% | +$21.1K | 0.23% | 94 |
|
|
2025
Q1 | $580K | Buy |
6,253
+611
| +11% | +$56.7K | 0.21% | 100 |
|
|
2024
Q4 | $573K | Buy |
5,642
+1,253
| +29% | +$127K | 0.19% | 99 |
|
|
2024
Q3 | $420K | Buy |
4,389
+462
| +12% | +$44.2K | 0.14% | 118 |
|
|
2024
Q2 | $363K | Buy |
3,927
+1,772
| +82% | +$164K | 0.12% | 124 |
|
|
2024
Q1 | $182K | Buy |
+2,155
| New | +$182K | 0.06% | 170 |
|