Intergy Private Wealth’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 | $705K | Sell |
6,404
-411
| -6% | -$45.3K | 0.24% | 59 |
|
|
2025
Q1 | $633K | Hold |
6,815
| – | – | 0.24% | 58 |
|
|
2024
Q4 | $692K | Sell |
6,815
-237
| -3% | -$24.1K | 0.26% | 58 |
|
|
2024
Q3 | $675K | Hold |
7,052
| – | – | 0.26% | 54 |
|
|
2024
Q2 | $653K | Hold |
7,052
| – | – | 0.27% | 52 |
|
|
2024
Q1 | $595K | Hold |
7,052
| – | – | 0.25% | 53 |
|
|
2023
Q4 | $530K | Hold |
7,052
| – | – | 0.23% | 54 |
|
|
2023
Q3 | $482K | Hold |
7,052
| – | – | 0.24% | 52 |
|
|
2023
Q2 | $497K | Buy |
7,052
+1,500
| +27% | +$106K | 0.24% | 51 |
|
|
2023
Q1 | $355K | Hold |
5,552
| – | – | 0.2% | 55 |
|
|
2022
Q4 | $325K | Buy |
+5,552
| New | +$325K | 0.2% | 52 |
|