Global Wealth Management Investment Advisory’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 | $289K | Buy |
2,622
+198
| +8% | +$21.8K | 0.05% | 126 |
|
|
2025
Q1 | $225K | Buy |
+2,424
| New | +$225K | 0.05% | 133 |
|
|
2020
Q3 | – | Sell |
-436
| Closed | -$23K | – | 534 |
|
|
2020
Q2 | $23K | Hold |
436
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $18K | Sell |
436
-112
| -20% | -$4.62K | 0.01% | 266 |
|
|
2019
Q4 | $26K | Buy |
548
+112
| +26% | +$5.31K | 0.01% | 244 |
|
|
2019
Q3 | $20K | Hold |
436
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $19K | Sell |
436
-440
| -50% | -$19.2K | 0.01% | 279 |
|
|
2019
Q1 | $38K | Buy |
876
+440
| +101% | +$19.1K | 0.02% | 232 |
|
|
2018
Q4 | $16K | Buy |
+436
| New | +$16K | 0.01% | 320 |
|