Journey Strategic 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 | $767K | Sell |
6,970
-808
| -10% | -$89K | 0.02% | 209 |
|
|
2025
Q1 | $722K | Buy |
7,778
+322
| +4% | +$29.9K | 0.03% | 174 |
|
|
2024
Q4 | $757K | Sell |
7,456
-759
| -9% | -$77.1K | 0.03% | 160 |
|
|
2024
Q3 | $787K | Buy |
8,215
+1,851
| +29% | +$177K | 0.03% | 155 |
|
|
2024
Q2 | $589K | Buy |
6,364
+8
| +0.1% | +$740 | 0.03% | 145 |
|
|
2024
Q1 | $537K | Buy |
+6,356
| New | +$537K | 0.02% | 129 |
|
|
2022
Q3 | – | Sell |
-4,400
| Closed | -$266K | – | 188 |
|
|
2022
Q2 | $266K | Buy |
+4,400
| New | +$266K | 0.04% | 86 |
|
|
2022
Q1 | – | Sell |
-4,400
| Closed | -$368K | – | 210 |
|
|
2021
Q4 | $368K | Buy |
+4,400
| New | +$368K | 0.04% | 103 |
|