MFS
Madrona Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
32,539
-1,409
| -4% | -$155K | 0.86% | 24 |
|
|
2025
Q1 | $3.15M | Sell |
33,948
-110,854
| -77% | -$10.3M | 0.87% | 26 |
|
|
2024
Q4 | $14.7M | Buy |
144,802
+6,198
| +4% | +$629K | 4% | 6 |
|
|
2024
Q3 | $13.3M | Buy |
138,604
+5,519
| +4% | +$528K | 3.69% | 6 |
|
|
2024
Q2 | $12.3M | Buy |
133,085
+83,609
| +169% | +$7.74M | 3.78% | 7 |
|
|
2024
Q1 | $4.18M | Buy |
49,476
+18,500
| +60% | +$1.56M | 1.45% | 20 |
|
|
2023
Q4 | $2.33M | Buy |
30,976
+4,263
| +16% | +$320K | 0.92% | 28 |
|
|
2023
Q3 | $1.83M | Buy |
+26,713
| New | +$1.83M | 0.83% | 26 |
|