NWAG
Net Worth Advisory Group’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 | $10.1M | Buy |
91,594
+81,068
| +770% | +$8.93M | 2.24% | 10 |
|
|
2025
Q1 | $977K | Buy |
10,526
+202
| +2% | +$18.8K | 0.31% | 57 |
|
|
2024
Q4 | $1.05M | Sell |
10,324
-435
| -4% | -$44.2K | 0.32% | 49 |
|
|
2024
Q3 | $1.03M | Buy |
+10,759
| New | +$1.03M | 0.31% | 53 |
|