Integrated Wealth Concepts’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
9,914
+3,559
| +56% | +$418K | 0.01% | 846 |
|
|
2025
Q1 | $610K | Sell |
6,355
-14,961
| -70% | -$1.44M | 0.01% | 1056 |
|
|
2024
Q4 | $2.17M | Buy |
21,316
+1,334
| +7% | +$136K | 0.03% | 530 |
|
|
2024
Q3 | $1.97M | Buy |
19,982
+546
| +3% | +$53.9K | 0.02% | 552 |
|
|
2024
Q2 | $1.84M | Hold |
19,436
| – | – | 0.03% | 533 |
|
|
2024
Q1 | $1.74M | Buy |
19,436
+1,305
| +7% | +$117K | 0.03% | 569 |
|
|
2023
Q4 | $1.41M | Buy |
18,131
+287
| +2% | +$22.3K | 0.02% | 601 |
|
|
2023
Q3 | $1.21M | Buy |
17,844
+192
| +1% | +$13K | 0.02% | 614 |
|
|
2023
Q2 | $1.25M | Buy |
+17,652
| New | +$1.25M | 0.02% | 603 |
|