Madison 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 | $855K | Buy |
7,765
+4
| +0.1% | +$440 | 0.19% | 58 |
|
|
2025
Q1 | $720K | Buy |
7,761
+466
| +6% | +$43.3K | 0.18% | 65 |
|
|
2024
Q4 | $741K | Buy |
7,295
+50
| +0.7% | +$5.08K | 0.21% | 61 |
|
|
2024
Q3 | $694K | Hold |
7,245
| – | – | 0.21% | 63 |
|
|
2024
Q2 | $670K | Buy |
7,245
+55
| +0.8% | +$5.09K | 0.23% | 57 |
|
|
2024
Q1 | $607K | Hold |
7,190
| – | – | 0.22% | 58 |
|
|
2023
Q4 | $540K | Hold |
7,190
| – | – | 0.21% | 60 |
|
|
2023
Q3 | $492K | Buy |
7,190
+14
| +0.2% | +$958 | 0.25% | 47 |
|
|
2023
Q2 | $506K | Sell |
7,176
-131
| -2% | -$9.23K | 0.24% | 43 |
|
|
2023
Q1 | $467K | Buy |
7,307
+229
| +3% | +$14.6K | 0.24% | 42 |
|
|
2022
Q4 | $414K | Buy |
7,078
+3
| +0% | +$175 | 0.24% | 48 |
|
|
2022
Q3 | $409K | Buy |
7,075
+97
| +1% | +$5.61K | 0.27% | 45 |
|
|
2022
Q2 | $421K | Buy |
6,978
+682
| +11% | +$41.1K | 0.27% | 41 |
|
|
2022
Q1 | $481K | Buy |
6,296
+120
| +2% | +$9.17K | 0.27% | 39 |
|
|
2021
Q4 | $517K | Buy |
6,176
+25
| +0.4% | +$2.09K | 0.26% | 34 |
|
|
2021
Q3 | $455K | Buy |
6,151
+313
| +5% | +$23.2K | 0.26% | 37 |
|
|
2021
Q2 | $425K | Buy |
5,838
+572
| +11% | +$41.6K | 0.24% | 39 |
|
|
2021
Q1 | $336K | Hold |
5,266
| – | – | 0.24% | 34 |
|
|
2020
Q4 | $336K | Buy |
+5,266
| New | +$336K | 0.23% | 35 |
|