Marks Group Wealth Management’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 | $2.28M | Buy |
20,687
+5
| +0% | +$551 | 0.21% | 113 |
|
|
2025
Q1 | $1.92M | Buy |
20,682
+169
| +0.8% | +$15.7K | 0.18% | 122 |
|
|
2024
Q4 | $2.08M | Buy |
20,513
+55
| +0.3% | +$5.58K | 0.21% | 119 |
|
|
2024
Q3 | $1.96M | Buy |
20,458
+4
| +0% | +$383 | 0.19% | 129 |
|
|
2024
Q2 | $1.89M | Buy |
20,454
+6
| +0% | +$555 | 0.2% | 123 |
|
|
2024
Q1 | $1.73M | Buy |
20,448
+5
| +0% | +$422 | 0.18% | 134 |
|
|
2023
Q4 | $1.54M | Buy |
20,443
+7
| +0% | +$526 | 0.18% | 139 |
|
|
2023
Q3 | $1.4M | Buy |
20,436
+6
| +0% | +$411 | 0.17% | 141 |
|
|
2023
Q2 | $1.44M | Buy |
20,430
+6
| +0% | +$423 | 0.17% | 140 |
|
|
2023
Q1 | $1.3M | Buy |
20,424
+8
| +0% | +$511 | 0.17% | 145 |
|
|
2022
Q4 | $1.19M | Buy |
20,416
+4,224
| +26% | +$247K | 0.16% | 146 |
|
|
2022
Q3 | $937K | Sell |
16,192
-33
| -0.2% | -$1.91K | 0.14% | 157 |
|
|
2022
Q2 | $979K | Buy |
16,225
+33
| +0.2% | +$1.99K | 0.14% | 160 |
|
|
2022
Q1 | $1.24M | Hold |
16,192
| – | – | 0.16% | 145 |
|
|
2021
Q4 | $1.36M | Hold |
16,192
| – | – | 0.17% | 136 |
|
|
2021
Q3 | $1.2M | Hold |
16,192
| – | – | 0.16% | 141 |
|
|
2021
Q2 | $1.18M | Hold |
16,192
| – | – | 0.16% | 138 |
|
|
2021
Q1 | $1.05M | Hold |
16,192
| – | – | 0.16% | 135 |
|
|
2020
Q4 | $1.03M | Hold |
16,192
| – | – | 0.16% | 139 |
|
|
2020
Q3 | $935K | Hold |
16,192
| – | – | 0.17% | 137 |
|
|
2020
Q2 | $840K | Hold |
16,192
| – | – | 0.17% | 133 |
|
|
2020
Q1 | $668K | Hold |
16,192
| – | – | 0.17% | 135 |
|
|
2019
Q4 | $784K | Buy |
+16,192
| New | +$784K | 0.15% | 148 |
|