MWS
Maxwell Wealth Strategies’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.24M | Buy |
81,153
+3,808
| +5% | +$387K | 3.36% | 3 |
|
|
2024
Q3 | $7.49M | Buy |
77,345
+1,095
| +1% | +$106K | 3.18% | 3 |
|
|
2024
Q2 | $7.06M | Buy |
76,250
+29,909
| +65% | +$2.77M | 3.46% | 3 |
|
|
2024
Q1 | $4M | Buy |
46,341
+27,779
| +150% | +$2.4M | 2.03% | 11 |
|
|
2023
Q4 | $1.39M | Buy |
+18,562
| New | +$1.39M | 0.91% | 40 |
|