Monograph 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 | $689K | Hold |
6,256
| – | – | 0.08% | 66 |
|
|
2025
Q1 | $581K | Hold |
6,256
| – | – | 0.08% | 66 |
|
|
2024
Q4 | $635K | Hold |
6,256
| – | – | 0.08% | 59 |
|
|
2024
Q3 | $599K | Hold |
6,256
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $579K | Hold |
6,256
| – | – | 0.08% | 59 |
|
|
2024
Q1 | $528K | Hold |
6,256
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $470K | Hold |
6,256
| – | – | 0.08% | 60 |
|
|
2023
Q3 | $429K | Hold |
6,256
| – | – | 0.08% | 75 |
|
|
2023
Q2 | $441K | Hold |
6,256
| – | – | 0.09% | 53 |
|
|
2023
Q1 | $400K | Sell |
6,256
-5,825
| -48% | -$372K | 0.09% | 57 |
|
|
2022
Q4 | $707K | Buy |
12,081
+5,825
| +93% | +$341K | 0.19% | 40 |
|
|
2022
Q3 | $362K | Hold |
6,256
| – | – | 0.12% | 53 |
|
|
2022
Q2 | $378K | Hold |
6,256
| – | – | 0.11% | 54 |
|
|
2022
Q1 | $478K | Hold |
6,256
| – | – | 0.12% | 54 |
|
|
2021
Q4 | $523K | Buy |
+6,256
| New | +$523K | 0.13% | 50 |
|