JFG 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 | $498K | Sell |
4,519
-2
| -0% | -$220 | 0.1% | 42 |
|
|
2025
Q1 | $420K | Sell |
4,521
-22
| -0.5% | -$2.04K | 0.1% | 54 |
|
|
2024
Q4 | $461K | Buy |
4,543
+22
| +0.5% | +$2.23K | 0.11% | 59 |
|
|
2024
Q3 | $433K | Hold |
4,521
| – | – | 0.12% | 47 |
|
|
2024
Q2 | $418K | Buy |
+4,521
| New | +$418K | 0.12% | 37 |
|
|
2023
Q1 | – | Sell |
-4,140
| Closed | -$242K | – | 37 |
|
|
2022
Q4 | $242K | Hold |
4,140
| – | – | 0.08% | 29 |
|
|
2022
Q3 | $239K | Hold |
4,140
| – | – | 0.08% | 36 |
|
|
2022
Q2 | $249K | Hold |
4,140
| – | – | 0.09% | 30 |
|
|
2022
Q1 | $316K | Buy |
+4,140
| New | +$316K | 0.09% | 26 |
|