IWS
Integrity Wealth Solutions’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 | $349K | Buy |
3,170
+41
| +1% | +$4.51K | 0.17% | 85 |
|
|
2025
Q1 | $290K | Sell |
3,129
-297
| -9% | -$27.6K | 0.16% | 89 |
|
|
2024
Q4 | $348K | Sell |
3,426
-1,251
| -27% | -$127K | 0.19% | 73 |
|
|
2024
Q3 | $448K | Buy |
4,677
+202
| +5% | +$19.3K | 0.26% | 63 |
|
|
2024
Q2 | $414K | Buy |
4,475
+164
| +4% | +$15.2K | 0.27% | 63 |
|
|
2024
Q1 | $364K | Buy |
4,311
+27
| +0.6% | +$2.28K | 0.24% | 68 |
|
|
2023
Q4 | $322K | Buy |
+4,284
| New | +$322K | 0.22% | 72 |
|