Inspirion Wealth Advisors’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 | $1.59M | Sell |
14,474
-450
| -3% | -$49.5K | 0.21% | 47 |
|
|
2025
Q1 | $1.39M | Sell |
14,924
-25
| -0.2% | -$2.32K | 0.19% | 50 |
|
|
2024
Q4 | $1.53M | Sell |
14,949
-18
| -0.1% | -$1.84K | 0.21% | 46 |
|
|
2024
Q3 | $1.43M | Sell |
14,967
-723
| -5% | -$69.2K | 0.2% | 49 |
|
|
2024
Q2 | $1.45M | Sell |
15,690
-400
| -2% | -$37K | 0.22% | 43 |
|
|
2024
Q1 | $1.36M | Buy |
16,090
+140
| +0.9% | +$11.8K | 0.22% | 48 |
|
|
2023
Q4 | $1.18M | Sell |
15,950
-106
| -0.7% | -$7.83K | 0.21% | 50 |
|
|
2023
Q3 | $1.1M | Hold |
16,056
| – | – | 0.21% | 50 |
|
|
2023
Q2 | $1.13M | Sell |
16,056
-207
| -1% | -$14.6K | 0.22% | 47 |
|
|
2023
Q1 | $1.04M | Sell |
16,263
-1,316
| -7% | -$84.1K | 0.21% | 48 |
|
|
2022
Q4 | $1.03M | Sell |
17,579
-3,219
| -15% | -$188K | 0.22% | 44 |
|
|
2022
Q3 | $1.2M | Buy |
20,798
+2,284
| +12% | +$132K | 0.27% | 38 |
|
|
2022
Q2 | $1.12M | Buy |
+18,514
| New | +$1.12M | 0.25% | 42 |
|