IAG Wealth Partners’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 | $83K | Hold |
754
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $70K | Buy |
754
+44
| +6% | +$4.09K | 0.01% | 173 |
|
|
2024
Q4 | $72.1K | Buy |
710
+255
| +56% | +$25.9K | 0.01% | 169 |
|
|
2024
Q3 | $43.6K | Sell |
455
-280
| -38% | -$26.8K | 0.01% | 200 |
|
|
2024
Q2 | $68K | Hold |
735
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $62.1K | Sell |
735
-75
| -9% | -$6.33K | 0.01% | 148 |
|
|
2023
Q4 | $60.8K | Buy |
+810
| New | +$60.8K | 0.01% | 144 |
|