MSWM
McGlone Suttner Wealth 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 | $1.82M | Buy |
16,509
+2
| +0% | +$220 | 0.27% | 38 |
|
|
2025
Q1 | $1.53M | Sell |
16,507
-323
| -2% | -$30K | 0.25% | 43 |
|
|
2024
Q4 | $1.71M | Buy |
16,830
+1,350
| +9% | +$137K | 0.29% | 40 |
|
|
2024
Q3 | $1.48M | Sell |
15,480
-3,960
| -20% | -$379K | 0.31% | 40 |
|
|
2024
Q2 | $1.46M | Buy |
19,440
+1,449
| +8% | +$109K | 0.3% | 31 |
|
|
2024
Q1 | $1.52M | Sell |
17,991
-1,449
| -7% | -$122K | 0.29% | 40 |
|
|
2023
Q4 | $1.46M | Sell |
19,440
-365
| -2% | -$27.4K | 0.29% | 31 |
|
|
2023
Q3 | $1.35M | Sell |
19,805
-4,419
| -18% | -$302K | 0.31% | 31 |
|
|
2023
Q2 | $1.71M | Buy |
24,224
+155
| +0.6% | +$10.9K | 0.39% | 26 |
|
|
2023
Q1 | $1.54M | Buy |
24,069
+23
| +0.1% | +$1.47K | 0.4% | 27 |
|
|
2022
Q4 | $1.41M | Buy |
+24,046
| New | +$1.41M | 0.45% | 31 |
|