LMG Wealth Partners’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 | $36.8M | Sell |
334,529
-3,914
| -1% | -$431K | 7.57% | 1 |
|
|
2025
Q1 | $31.4M | Sell |
338,443
-3,173
| -0.9% | -$295K | 7% | 1 |
|
|
2024
Q4 | $34.7M | Buy |
341,616
+1,112
| +0.3% | +$113K | 7.56% | 1 |
|
|
2024
Q3 | $32.6M | Sell |
340,504
-9,634
| -3% | -$922K | 7.47% | 1 |
|
|
2024
Q2 | $32.4M | Buy |
350,138
+1,744
| +0.5% | +$161K | 8.08% | 1 |
|
|
2024
Q1 | $29.4M | Sell |
348,394
-16,904
| -5% | -$1.43M | 7.41% | 1 |
|
|
2023
Q4 | $27.4M | Sell |
365,298
-1,406
| -0.4% | -$106K | 7.62% | 1 |
|
|
2023
Q3 | $25.1M | Buy |
366,704
+5,773
| +2% | +$395K | 7.64% | 1 |
|
|
2023
Q2 | $25.4M | Buy |
360,931
+2,282
| +0.6% | +$161K | 7.78% | 1 |
|
|
2023
Q1 | $22.9M | Buy |
358,649
+7,518
| +2% | +$480K | 7.4% | 1 |
|
|
2022
Q4 | $21.1M | Buy |
+351,131
| New | +$21.1M | 6.99% | 1 |
|