Greenup Street 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 | $1.24M | Sell |
11,231
-173
| -2% | -$19K | 0.22% | 59 |
|
|
2025
Q1 | $1.06M | Sell |
11,404
-44,469
| -80% | -$4.13M | 0.21% | 62 |
|
|
2024
Q4 | $5.67M | Buy |
55,873
+5,272
| +10% | +$535K | 1.13% | 22 |
|
|
2024
Q3 | $4.85M | Sell |
50,601
-2,620
| -5% | -$251K | 1% | 26 |
|
|
2024
Q2 | $4.93M | Sell |
53,221
-573
| -1% | -$53K | 1.16% | 18 |
|
|
2024
Q1 | $4.54M | Buy |
53,794
+2,579
| +5% | +$218K | 1.14% | 21 |
|
|
2023
Q4 | $3.85M | Buy |
51,215
+39,470
| +336% | +$2.96M | 1.07% | 22 |
|
|
2023
Q3 | $804K | Sell |
11,745
-27,330
| -70% | -$1.87M | 0.26% | 53 |
|
|
2023
Q2 | $2.75M | Sell |
39,075
-41,875
| -52% | -$2.95M | 0.75% | 31 |
|
|
2023
Q1 | $5.17M | Buy |
80,950
+65,253
| +416% | +$4.17M | 1.82% | 16 |
|
|
2022
Q4 | $918K | Buy |
15,697
+9,073
| +137% | +$531K | 0.38% | 54 |
|
|
2022
Q3 | $383K | Buy |
+6,624
| New | +$383K | 0.17% | 65 |
|
|
2022
Q1 | – | Sell |
-38,203
| Closed | -$3.2M | – | 87 |
|
|
2021
Q4 | $3.2M | Buy |
+38,203
| New | +$3.2M | 1.88% | 12 |
|