Marcum 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
Q1 | $457K | Buy |
4,923
+242
| +5% | +$22.5K | 0.04% | 205 |
|
|
2024
Q4 | $475K | Sell |
4,681
-533
| -10% | -$54.1K | 0.04% | 203 |
|
|
2024
Q3 | $499K | Hold |
5,214
| – | – | 0.05% | 196 |
|
|
2024
Q2 | $483K | Buy |
5,214
+1,284
| +33% | +$119K | 0.05% | 197 |
|
|
2024
Q1 | $332K | Sell |
3,930
-5,672
| -59% | -$479K | 0.03% | 252 |
|
|
2023
Q4 | $721K | Hold |
9,602
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $657K | Sell |
9,602
-689
| -7% | -$47.1K | 0.08% | 133 |
|
|
2023
Q2 | $725K | Sell |
10,291
-2,708
| -21% | -$191K | 0.09% | 125 |
|
|
2023
Q1 | $831K | Sell |
12,999
-2,829
| -18% | -$181K | 0.1% | 117 |
|
|
2022
Q4 | $926K | Sell |
15,828
-3,691
| -19% | -$216K | 0.12% | 94 |
|
|
2022
Q3 | $1.13M | Sell |
19,519
-3,911
| -17% | -$226K | 0.17% | 70 |
|
|
2022
Q2 | $1.41M | Sell |
23,430
-1,625
| -6% | -$98.1K | 0.21% | 62 |
|
|
2022
Q1 | $1.91M | Sell |
25,055
-26,140
| -51% | -$2M | 0.26% | 45 |
|
|
2021
Q4 | $4.28M | Buy |
+51,195
| New | +$4.28M | 0.6% | 21 |
|