LJI 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 | $285K | Hold |
2,589
| – | – | 0.05% | 148 |
|
|
2025
Q1 | $240K | Hold |
2,589
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $263K | Sell |
2,589
-2,005
| -44% | -$204K | 0.05% | 144 |
|
|
2024
Q3 | $440K | Buy |
4,594
+3
| +0.1% | +$287 | 0.09% | 117 |
|
|
2024
Q2 | $425K | Buy |
4,591
+2
| +0% | +$185 | 0.09% | 109 |
|
|
2024
Q1 | $388K | Buy |
4,589
+2
| +0% | +$169 | 0.1% | 98 |
|
|
2023
Q4 | $345K | Buy |
4,587
+12
| +0.3% | +$901 | 0.09% | 122 |
|
|
2023
Q3 | $313K | Hold |
4,575
| – | – | 0.09% | 121 |
|
|
2023
Q2 | $322K | Buy |
4,575
+4
| +0.1% | +$282 | 0.09% | 109 |
|
|
2023
Q1 | $292K | Buy |
4,571
+6
| +0.1% | +$383 | 0.09% | 115 |
|
|
2022
Q4 | $267K | Buy |
+4,565
| New | +$267K | 0.09% | 110 |
|