MWAM
Manhattan West Asset Management’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 | $933K | Buy |
8,477
+209
| +3% | +$23K | 0.22% | 80 |
|
|
2025
Q1 | $768K | Sell |
8,268
-11
| -0.1% | -$1.02K | 0.2% | 83 |
|
|
2024
Q4 | $841K | Sell |
8,279
-266
| -3% | -$27K | 0.23% | 79 |
|
|
2024
Q3 | $818K | Sell |
8,545
-193
| -2% | -$18.5K | 0.21% | 85 |
|
|
2024
Q2 | $809K | Sell |
8,738
-275
| -3% | -$25.4K | 0.22% | 81 |
|
|
2024
Q1 | $761K | Buy |
9,013
+2,706
| +43% | +$228K | 0.18% | 87 |
|
|
2023
Q4 | $474K | Sell |
6,307
-71
| -1% | -$5.33K | 0.13% | 97 |
|
|
2023
Q3 | $432K | Sell |
6,378
-295
| -4% | -$20K | 0.13% | 105 |
|
|
2023
Q2 | $470K | Sell |
6,673
-2,629
| -28% | -$185K | 0.18% | 94 |
|
|
2023
Q1 | $594K | Buy |
9,302
+2,530
| +37% | +$162K | 0.26% | 80 |
|
|
2022
Q4 | $396K | Buy |
6,772
+415
| +7% | +$24.3K | 0.2% | 87 |
|
|
2022
Q3 | $368K | Sell |
6,357
-146
| -2% | -$8.45K | 0.23% | 82 |
|
|
2022
Q2 | $392K | Buy |
6,503
+393
| +6% | +$23.7K | 0.24% | 82 |
|
|
2022
Q1 | $467K | Buy |
+6,110
| New | +$467K | 0.25% | 76 |
|