High Net Worth Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Hold |
3,800
| – | – | 0.11% | 146 |
|
|
2025
Q1 | $353K | Sell |
3,800
-200
| -5% | -$18.6K | 0.1% | 152 |
|
|
2024
Q4 | $406K | Sell |
4,000
-14
| -0.3% | -$1.42K | 0.11% | 139 |
|
|
2024
Q3 | $384K | Buy |
4,014
+14
| +0.4% | +$1.34K | 0.11% | 149 |
|
|
2024
Q2 | $370K | Hold |
4,000
| – | – | 0.11% | 140 |
|
|
2024
Q1 | $338K | Hold |
4,000
| – | – | 0.11% | 148 |
|
|
2023
Q4 | $300K | Hold |
4,000
| – | – | 0.11% | 142 |
|
|
2023
Q3 | $274K | Hold |
4,000
| – | – | 0.11% | 147 |
|
|
2023
Q2 | $282K | Hold |
4,000
| – | – | 0.11% | 150 |
|
|
2023
Q1 | $256K | Hold |
4,000
| – | – | 0.1% | 158 |
|
|
2022
Q4 | $234K | Sell |
4,000
-59
| -1% | -$3.45K | 0.09% | 167 |
|
|
2022
Q3 | $235K | Buy |
4,059
+59
| +1% | +$3.42K | 0.1% | 165 |
|
|
2022
Q2 | $241K | Hold |
4,000
| – | – | 0.1% | 163 |
|
|
2022
Q1 | $306K | Hold |
4,000
| – | – | 0.11% | 145 |
|
|
2021
Q4 | $335K | Buy |
+4,000
| New | +$335K | 0.12% | 145 |
|