Legacy Financial Group (Iowa)’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 | $16.6M | Sell |
150,916
-7,731
| -5% | -$851K | 2.32% | 16 |
|
|
2025
Q1 | $14.7M | Buy |
158,647
+795
| +0.5% | +$73.8K | 2.27% | 16 |
|
|
2024
Q4 | $16M | Sell |
157,852
-8,088
| -5% | -$821K | 2.59% | 14 |
|
|
2024
Q3 | $15.9M | Buy |
165,940
+667
| +0.4% | +$63.9K | 3.06% | 10 |
|
|
2024
Q2 | $15.3M | Buy |
165,273
+60,939
| +58% | +$5.64M | 3.01% | 8 |
|
|
2024
Q1 | $8.81M | Buy |
+104,334
| New | +$8.81M | 1.78% | 18 |
|
|
2023
Q4 | – | Sell |
-38,806
| Closed | -$2.66M | – | 267 |
|
|
2023
Q3 | $2.66M | Buy |
+38,806
| New | +$2.66M | 0.62% | 29 |
|
|
2022
Q1 | – | Sell |
-15,654
| Closed | -$1.27M | – | 46 |
|
|
2021
Q4 | $1.27M | Buy |
+15,654
| New | +$1.27M | 0.54% | 21 |
|