Morling Financial 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 | $25.8K | Hold |
234
| – | – | 0.01% | 86 |
|
|
2025
Q1 | $21.7K | Hold |
234
| – | – | 0.01% | 107 |
|
|
2024
Q4 | $23.8K | Hold |
234
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $22.4K | Hold |
234
| – | – | 0.01% | 88 |
|
|
2024
Q2 | $21.7K | Hold |
234
| – | – | 0.01% | 78 |
|
|
2024
Q1 | $19.8K | Hold |
234
| – | – | 0.01% | 92 |
|
|
2023
Q4 | $17.6K | Hold |
234
| – | – | 0.01% | 74 |
|
|
2023
Q3 | $16K | Hold |
234
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $16.5K | Hold |
234
| – | – | 0.02% | 70 |
|
|
2023
Q1 | $15K | Buy |
+234
| New | +$15K | 0.02% | 77 |
|