Maia Wealth’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 | $10.3M | Sell |
93,460
-21,933
| -19% | -$2.41M | 1.96% | 6 |
|
|
2025
Q1 | $10.5M | Sell |
115,393
-4,371
| -4% | -$398K | 2.38% | 5 |
|
|
2024
Q4 | $12.3M | Buy |
119,764
+4,527
| +4% | +$464K | 2.64% | 5 |
|
|
2024
Q3 | $11.2M | Buy |
115,237
+15,616
| +16% | +$1.52M | 2.76% | 5 |
|
|
2024
Q2 | $9.57M | Buy |
+99,621
| New | +$9.57M | 2.88% | 5 |
|
|
2023
Q4 | $1.9M | Buy |
+25,365
| New | +$1.9M | 0.77% | 35 |
|