Iams 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 | $1.53M | Sell |
13,879
-9,746
| -41% | -$1.07M | 0.7% | 47 |
|
|
2025
Q1 | $2.19M | Sell |
23,625
-3,849
| -14% | -$357K | 1% | 33 |
|
|
2024
Q4 | $2.79M | Buy |
27,474
+5,707
| +26% | +$579K | 1.28% | 17 |
|
|
2024
Q3 | $2.08M | Buy |
21,767
+3,327
| +18% | +$319K | 1.02% | 24 |
|
|
2024
Q2 | $1.71M | Sell |
18,440
-5,537
| -23% | -$512K | 0.93% | 36 |
|
|
2024
Q1 | $1.97M | Buy |
23,977
+5,661
| +31% | +$465K | 1.2% | 18 |
|
|
2023
Q4 | $1.38M | Buy |
18,316
+2,294
| +14% | +$172K | 0.89% | 37 |
|
|
2023
Q3 | $1.1M | Buy |
+16,022
| New | +$1.1M | 0.76% | 43 |
|
|
2023
Q2 | – | Sell |
-9,635
| Closed | -$607K | – | 81 |
|
|
2023
Q1 | $607K | Buy |
9,635
+1,930
| +25% | +$122K | 0.5% | 68 |
|
|
2022
Q4 | $451K | Buy |
+7,705
| New | +$451K | 0.46% | 71 |
|