LWP
Laurel Wealth Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
57,924
+380
| +0.7% | +$41.8K | 3.63% | 9 |
|
|
2025
Q1 | $5.34M | Buy |
57,544
+11
| +0% | +$1.02K | 3.55% | 9 |
|
|
2024
Q4 | $5.84M | Sell |
57,533
-750
| -1% | -$76.1K | 3.77% | 8 |
|
|
2024
Q3 | $5.58M | Sell |
58,283
-710
| -1% | -$68K | 3.65% | 10 |
|
|
2024
Q2 | $5.46M | Sell |
58,993
-411
| -0.7% | -$38K | 3.8% | 10 |
|
|
2024
Q1 | $5.02M | Sell |
59,404
-688
| -1% | -$58.1K | 3.33% | 10 |
|
|
2023
Q4 | $4.51M | Buy |
60,092
+2,213
| +4% | +$166K | 3.2% | 10 |
|
|
2023
Q3 | $3.96M | Sell |
57,879
-960
| -2% | -$65.7K | 3.08% | 12 |
|
|
2023
Q2 | $4.15M | Buy |
58,839
+1,214
| +2% | +$85.6K | 2.96% | 10 |
|
|
2023
Q1 | $3.68M | Sell |
57,625
-7,852
| -12% | -$502K | 2.44% | 16 |
|
|
2022
Q4 | $3.83M | Sell |
65,477
-918
| -1% | -$53.7K | 2.47% | 11 |
|
|
2022
Q3 | $3.84M | Sell |
66,395
-451
| -0.7% | -$26.1K | 2.83% | 9 |
|
|
2022
Q2 | $4.03M | Sell |
66,846
-5,128
| -7% | -$309K | 2.84% | 10 |
|
|
2022
Q1 | $5.5M | Buy |
71,974
+1,915
| +3% | +$146K | 3.71% | 7 |
|
|
2021
Q4 | $5.86M | Sell |
70,059
-11,978
| -15% | -$1M | 4.44% | 4 |
|
|
2021
Q3 | $6.06M | Sell |
82,037
-1,080
| -1% | -$79.8K | 4.89% | 5 |
|
|
2021
Q2 | $6.05M | Sell |
83,117
-4,159
| -5% | -$302K | 5.27% | 5 |
|
|
2021
Q1 | $5.68M | Buy |
87,276
+4,690
| +6% | +$305K | 5.2% | 4 |
|
|
2020
Q4 | $5.27M | Buy |
+82,586
| New | +$5.27M | 5.14% | 5 |
|