Hiley Hunt 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 | $713K | Buy |
6,476
+13
| +0.2% | +$1.43K | 0.36% | 26 |
|
|
2025
Q1 | $604K | Buy |
6,463
+12
| +0.2% | +$1.12K | 0.33% | 28 |
|
|
2024
Q4 | $655K | Sell |
6,451
-60
| -0.9% | -$6.09K | 0.36% | 25 |
|
|
2024
Q3 | $623K | Sell |
6,511
-404
| -6% | -$38.7K | 0.36% | 25 |
|
|
2024
Q2 | $640K | Sell |
6,915
-201
| -3% | -$18.6K | 0.4% | 27 |
|
|
2024
Q1 | $601K | Sell |
7,116
-29
| -0.4% | -$2.45K | 0.39% | 25 |
|
|
2023
Q4 | $537K | Buy |
+7,145
| New | +$537K | 0.4% | 24 |
|