Midland Wealth Advisors’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 | $125M | Buy |
1,137,915
+7,125
| +0.6% | +$784K | 6.92% | 6 |
|
|
2025
Q1 | $105M | Sell |
1,130,790
-25,977
| -2% | -$2.41M | 6.18% | 7 |
|
|
2024
Q4 | $117M | Sell |
1,156,767
-23,204
| -2% | -$2.36M | 7.07% | 6 |
|
|
2024
Q3 | $113M | Sell |
1,179,971
-126,022
| -10% | -$12.1M | 6.62% | 7 |
|
|
2024
Q2 | $121M | Sell |
1,305,993
-21,821
| -2% | -$2.02M | 7.17% | 5 |
|
|
2024
Q1 | $112M | Sell |
1,327,814
-5,529
| -0.4% | -$467K | 6.9% | 6 |
|
|
2023
Q4 | $100M | Buy |
+1,333,343
| New | +$100M | 6.86% | 5 |
|