LA
LexAurum Advisors’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 | $1.19M | Sell |
10,848
-3
| -0% | -$330 | 0.19% | 104 |
|
|
2025
Q1 | $1.01M | Buy |
10,851
+442
| +4% | +$41K | 0.19% | 111 |
|
|
2024
Q4 | $1.06M | Buy |
10,409
+505
| +5% | +$51.3K | 0.21% | 99 |
|
|
2024
Q3 | $948K | Buy |
9,904
+893
| +10% | +$85.5K | 0.21% | 103 |
|
|
2024
Q2 | $834K | Buy |
+9,011
| New | +$834K | 0.2% | 107 |
|
|
2024
Q1 | – | Sell |
-2,683
| Closed | -$201K | – | 309 |
|
|
2023
Q4 | $201K | Buy |
+2,683
| New | +$201K | 0.05% | 284 |
|