MMPW
Mitchell McLeod Pugh & Williams’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 | $1.27M | Buy |
11,494
+617
| +6% | +$67.9K | 0.24% | 92 |
|
|
2025
Q1 | $1.01M | Sell |
10,877
-66
| -0.6% | -$6.13K | 0.21% | 107 |
|
|
2024
Q4 | $1.11M | Hold |
10,943
| – | – | 0.23% | 91 |
|
|
2024
Q3 | $1.05M | Sell |
10,943
-1,248
| -10% | -$119K | 0.22% | 101 |
|
|
2024
Q2 | $1.13M | Buy |
12,191
+1,248
| +11% | +$115K | 0.26% | 84 |
|
|
2024
Q1 | $924K | Sell |
10,943
-14
| -0.1% | -$1.18K | 0.22% | 104 |
|
|
2023
Q4 | $823K | Sell |
10,957
-92
| -0.8% | -$6.91K | 0.22% | 105 |
|
|
2023
Q3 | $756K | Sell |
11,049
-278
| -2% | -$19K | 0.22% | 106 |
|
|
2023
Q2 | $798K | Buy |
11,327
+5,088
| +82% | +$359K | 0.23% | 105 |
|
|
2023
Q1 | $399K | Sell |
6,239
-1,016
| -14% | -$64.9K | 0.12% | 171 |
|
|
2022
Q4 | $424K | Sell |
7,255
-60
| -0.8% | -$3.51K | 0.14% | 161 |
|
|
2022
Q3 | $423K | Buy |
+7,315
| New | +$423K | 0.16% | 144 |
|