LongView 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 | $1.19M | Buy |
10,811
+94
| +0.9% | +$10.4K | 0.36% | 63 |
|
|
2025
Q1 | $995K | Buy |
10,717
+476
| +5% | +$44.2K | 0.3% | 72 |
|
|
2024
Q4 | $1.04M | Buy |
10,241
+400
| +4% | +$40.6K | 0.32% | 69 |
|
|
2024
Q3 | $942K | Sell |
9,841
-39
| -0.4% | -$3.73K | 0.3% | 70 |
|
|
2024
Q2 | $914K | Buy |
9,880
+729
| +8% | +$67.5K | 0.34% | 64 |
|
|
2024
Q1 | $773K | Sell |
9,151
-2,835
| -24% | -$239K | 0.31% | 71 |
|
|
2023
Q4 | $895K | Buy |
+11,986
| New | +$895K | 0.4% | 57 |
|