Leslie Global 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
$2.04M Buy
18,568
+9,462
+104% +$1.04M 1.09% 16
2025
Q1
$845K Sell
9,106
-684
-7% -$63.5K 0.41% 30
2024
Q4
$994K Sell
9,790
-11,469
-54% -$1.16M 0.46% 33
2024
Q3
$2.04M Buy
21,259
+10,880
+105% +$1.04M 0.99% 21
2024
Q2
$960K Buy
+10,379
New +$960K 0.56% 29