M3 Advisory Group’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 | $306K | Hold |
2,778
| – | – | 0.21% | 90 |
|
|
2025
Q1 | $258K | Buy |
2,778
+278
| +11% | +$25.8K | 0.2% | 106 |
|
|
2024
Q4 | $254K | Sell |
2,500
-52
| -2% | -$5.28K | 0.18% | 115 |
|
|
2024
Q3 | $244K | Buy |
2,552
+13
| +0.5% | +$1.25K | 0.18% | 122 |
|
|
2024
Q2 | $235K | Buy |
2,539
+12
| +0.5% | +$1.11K | 0.19% | 114 |
|
|
2024
Q1 | $213K | Buy |
+2,527
| New | +$213K | 0.19% | 119 |
|