GM Advisory Group’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 | $514K | Hold |
4,669
| – | – | 0.03% | 192 |
|
2025
Q1 | $433K | Hold |
4,669
| – | – | 0.02% | 184 |
|
2024
Q4 | $474K | Hold |
4,669
| – | – | 0.03% | 172 |
|
2024
Q3 | $447K | Hold |
4,669
| – | – | 0.03% | 173 |
|
2024
Q2 | $432K | Hold |
4,669
| – | – | 0.03% | 162 |
|
2024
Q1 | $394K | Hold |
4,669
| – | – | 0.03% | 167 |
|
2023
Q4 | $351K | Hold |
4,669
| – | – | 0.03% | 164 |
|
2023
Q3 | $319K | Hold |
4,669
| – | – | 0.03% | 154 |
|
2023
Q2 | $329K | Hold |
4,669
| – | – | 0.03% | 149 |
|
2023
Q1 | $298K | Hold |
4,669
| – | – | 0.03% | 151 |
|
2022
Q4 | $273K | Hold |
4,669
| – | – | 0.03% | 146 |
|
2022
Q3 | $270K | Hold |
4,669
| – | – | 0.03% | 151 |
|
2022
Q2 | $282K | Buy |
+4,669
| New | +$282K | 0.04% | 148 |
|