MLA
My Legacy Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
45,212
-5,772
| -11% | -$641K | 1.79% | 9 |
|
|
2025
Q1 | $4.73M | Buy |
50,984
+889
| +2% | +$82.5K | 1.83% | 9 |
|
|
2024
Q4 | $5.16M | Sell |
50,095
-2,145
| -4% | -$221K | 2% | 8 |
|
|
2024
Q3 | $5M | Sell |
52,240
-37,604
| -42% | -$3.6M | 1.98% | 8 |
|
|
2024
Q2 | $8.31M | Buy |
89,844
+39,422
| +78% | +$3.65M | 2.66% | 6 |
|
|
2024
Q1 | $4.26M | Buy |
50,422
+28,635
| +131% | +$2.42M | 1.43% | 12 |
|
|
2023
Q4 | $1.65M | Buy |
21,787
+2,036
| +10% | +$154K | 0.6% | 39 |
|
|
2023
Q3 | $1.36M | Buy |
19,751
+16,016
| +429% | +$1.1M | 0.55% | 45 |
|
|
2023
Q2 | $265K | Buy |
+3,735
| New | +$265K | 0.1% | 190 |
|