Iron Horse 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 | $1.32K | Hold |
12
| – | – | ﹤0.01% | 504 |
|
|
2025
Q1 | $1.12K | Hold |
12
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $1.22K | Buy |
12
+2
| +20% | +$203 | ﹤0.01% | 423 |
|
|
2024
Q3 | $957 | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $924 | Buy |
10
+1
| +11% | +$92 | ﹤0.01% | 422 |
|
|
2024
Q1 | $758 | Hold |
9
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $673 | Hold |
9
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $610 | Hold |
9
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $628 | Buy |
9
+1
| +13% | +$70 | ﹤0.01% | 279 |
|
|
2023
Q1 | $568 | Hold |
8
| – | – | ﹤0.01% | 315 |
|
|
2022
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 221 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 288 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 232 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 200 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 192 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 180 |
|