Moss Adams 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 | $1.26M | Hold |
11,468
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $1.06M | Hold |
11,468
| – | – | 0.11% | 61 |
|
|
2024
Q4 | $1.16M | Hold |
11,468
| – | – | 0.12% | 51 |
|
|
2024
Q3 | $1.1M | Buy |
+11,468
| New | +$1.1M | 0.12% | 53 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$68.6K | – | 149 |
|
|
2023
Q3 | $68.6K | Hold |
1,000
| – | – | 0.02% | 115 |
|
|
2023
Q2 | $70.5K | Hold |
1,000
| – | – | 0.02% | 103 |
|
|
2023
Q1 | $63.9K | Hold |
1,000
| – | – | 0.02% | 107 |
|
|
2022
Q4 | $58.5K | Buy |
+1,000
| New | +$58.5K | 0.03% | 121 |
|