Modern 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 | $119M | Sell |
1,083,991
-21,396
| -2% | -$2.36M | 2.98% | 3 |
|
|
2025
Q1 | $103M | Buy |
1,105,387
+229,167
| +26% | +$21.3M | 3.28% | 3 |
|
|
2024
Q4 | $89M | Buy |
876,220
+67,728
| +8% | +$6.88M | 3.32% | 2 |
|
|
2024
Q3 | $77.4M | Sell |
808,492
-94,571
| -10% | -$9.06M | 4.74% | 4 |
|
|
2024
Q2 | $83.6M | Buy |
903,063
+61,738
| +7% | +$5.71M | 6.16% | 3 |
|
|
2024
Q1 | $71M | Sell |
841,325
-56,877
| -6% | -$4.8M | 6.6% | 4 |
|
|
2023
Q4 | $67.5M | Buy |
+898,202
| New | +$67.5M | 8.51% | 3 |
|