Higgins & Schmidt Wealth Strategies’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 | $7.92M | Sell |
71,975
-965
| -1% | -$106K | 4.39% | 7 |
|
|
2025
Q1 | $6.77M | Sell |
72,940
-2,359
| -3% | -$219K | 4% | 8 |
|
|
2024
Q4 | $7.65M | Sell |
75,299
-6,840
| -8% | -$694K | 4.77% | 5 |
|
|
2024
Q3 | $7.86M | Sell |
82,139
-3,918
| -5% | -$375K | 5.08% | 6 |
|
|
2024
Q2 | $7.96M | Sell |
86,057
-1,070
| -1% | -$99K | 5.74% | 6 |
|
|
2024
Q1 | $7.36M | Sell |
87,127
-1,270
| -1% | -$107K | 5.43% | 6 |
|
|
2023
Q4 | $6.64M | Buy |
+88,397
| New | +$6.64M | 5.35% | 6 |
|