Lakeridge 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 | $1.12M | Sell |
10,213
-178
| -2% | -$19.6K | 0.52% | 36 |
|
|
2025
Q1 | $965K | Buy |
10,391
+211
| +2% | +$19.6K | 0.48% | 40 |
|
|
2024
Q4 | $1.03M | Buy |
10,180
+250
| +3% | +$25.4K | 0.53% | 35 |
|
|
2024
Q3 | $951K | Buy |
9,930
+47
| +0.5% | +$4.5K | 0.52% | 36 |
|
|
2024
Q2 | $915K | Buy |
9,883
+395
| +4% | +$36.6K | 0.55% | 35 |
|
|
2024
Q1 | $801K | Buy |
9,488
+495
| +6% | +$41.8K | 0.52% | 38 |
|
|
2023
Q4 | $675K | Buy |
+8,993
| New | +$675K | 0.49% | 38 |
|