NewSquare Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $11.7K | Hold |
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|
2023
Q3 | $10.7K | Hold |
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|
2023
Q2 | $11K | Sell |
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|
2023
Q1 | $14.1K | Buy |
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|
2022
Q4 | $9.13K | Hold |
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|
2022
Q3 | $9K | Buy |
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