Global Wealth Management Investment Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio IVW Stock Details IVW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$358K	Buy
2025 Q2	$289K	Buy
2025 Q1	$225K	Buy
2020 Q3	–	Sell
2020 Q2	$23K	Hold
2020 Q1	$18K	Sell
2019 Q4	$26K	Buy
2019 Q3	$20K	Hold
2019 Q2	$19K	Sell
2019 Q1	$38K	Buy
2018 Q4	$16K	Buy