Mascoma 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 | $288K | Hold |
2,619
| – | – | 0.07% | 70 |
|
|
2025
Q1 | $243K | Hold |
2,619
| – | – | 0.06% | 85 |
|
|
2024
Q4 | $266K | Sell |
2,619
-367
| -12% | -$37.3K | 0.07% | 85 |
|
|
2024
Q3 | $286K | Sell |
2,986
-1,500
| -33% | -$144K | 0.07% | 79 |
|
|
2024
Q2 | $415K | Sell |
4,486
-1,000
| -18% | -$92.5K | 0.11% | 62 |
|
|
2024
Q1 | $463K | Sell |
5,486
-790
| -13% | -$66.7K | 0.13% | 60 |
|
|
2023
Q4 | $471K | Sell |
6,276
-730
| -10% | -$54.8K | 0.14% | 58 |
|
|
2023
Q3 | $479K | Sell |
7,006
-1
| -0% | -$68 | 0.15% | 58 |
|
|
2023
Q2 | $497K | Buy |
7,007
+11
| +0.2% | +$780 | 0.15% | 59 |
|
|
2023
Q1 | $454K | Buy |
6,996
+293
| +4% | +$19K | 0.13% | 74 |
|
|
2022
Q4 | $392K | Buy |
6,703
+1,670
| +33% | +$97.7K | 0.12% | 81 |
|
|
2022
Q3 | $291K | Buy |
5,033
+2,645
| +111% | +$153K | 0.1% | 96 |
|
|
2022
Q2 | $144K | Buy |
2,388
+951
| +66% | +$57.3K | 0.05% | 137 |
|
|
2022
Q1 | $110K | Buy |
+1,437
| New | +$110K | 0.04% | 173 |
|