Mosley 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
2024
Q4
$5.7M Buy
54,889
+424
+0.8% +$44K 3.53% 5
2024
Q3
$5.33M Buy
54,465
+7,454
+16% +$730K 3.64% 5
2024
Q2
$4.35M Buy
47,011
+9,689
+26% +$897K 3.7% 5
2024
Q1
$3.15M Buy
37,322
+2,788
+8% +$235K 2.96% 7
2023
Q4
$2.59M Buy
+34,534
New +$2.59M 2.56% 9