HWM
Howard Wealth Management’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 | $3.69M | Sell |
33,545
-49
| -0.1% | -$5.4K | 1.87% | 16 |
|
|
2025
Q1 | $3.12M | Sell |
33,594
-650
| -2% | -$60.3K | 1.74% | 14 |
|
|
2024
Q4 | $3.48M | Sell |
34,244
-480
| -1% | -$48.7K | 1.88% | 14 |
|
|
2024
Q3 | $3.32M | Sell |
34,724
-2,820
| -8% | -$270K | 1.94% | 15 |
|
|
2024
Q2 | $3.47M | Sell |
37,544
-170
| -0.5% | -$15.7K | 2.74% | 8 |
|
|
2024
Q1 | $3.18M | Sell |
37,714
-65
| -0.2% | -$5.49K | 2.59% | 8 |
|
|
2023
Q4 | $2.84M | Hold |
37,779
| – | – | 2.37% | 9 |
|
|
2023
Q3 | $2.58M | Hold |
37,779
| – | – | 2.38% | 10 |
|
|
2023
Q2 | $2.66M | Sell |
37,779
-550
| -1% | -$38.8K | 2.31% | 10 |
|
|
2023
Q1 | $2.45M | Sell |
38,329
-43
| -0.1% | -$2.75K | 2.04% | 11 |
|
|
2022
Q4 | $2.24M | Sell |
38,372
-115
| -0.3% | -$6.73K | 1.84% | 13 |
|
|
2022
Q3 | $2.23M | Buy |
38,487
+5
| +0% | +$289 | 1.58% | 17 |
|
|
2022
Q2 | $2.32M | Sell |
38,482
-50
| -0.1% | -$3.02K | 2.46% | 11 |
|
|
2022
Q1 | $2.94M | Buy |
38,532
+4,876
| +14% | +$372K | 1.6% | 14 |
|
|
2021
Q4 | $2.82M | Sell |
33,656
-63
| -0.2% | -$5.27K | 1.49% | 16 |
|
|
2021
Q3 | $2.49M | Sell |
33,719
-415
| -1% | -$30.7K | 1.39% | 18 |
|
|
2021
Q2 | $2.48M | Buy |
34,134
+29
| +0.1% | +$2.11K | 1.37% | 18 |
|
|
2021
Q1 | $2.22M | Sell |
34,105
-101
| -0.3% | -$6.57K | 1.3% | 20 |
|
|
2020
Q4 | $2.18M | Buy |
34,206
+25,409
| +289% | +$1.62M | 1.36% | 19 |
|
|
2020
Q3 | $2.03M | Sell |
8,797
-212
| -2% | -$49K | 1.45% | 18 |
|
|
2020
Q2 | $1.87M | Sell |
9,009
-401
| -4% | -$83.2K | 1.53% | 18 |
|
|
2020
Q1 | $1.55M | Sell |
9,410
-295
| -3% | -$48.7K | 1.63% | 16 |
|
|
2019
Q4 | $1.88M | Buy |
+9,705
| New | +$1.88M | 1.57% | 14 |
|