NFA
Northwest Financial 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 | $437K | Buy |
3,969
+11
| +0.3% | +$1.21K | 0.61% | 48 |
|
|
2025
Q1 | $367K | Buy |
+3,958
| New | +$367K | 0.3% | 71 |
|
|
2024
Q4 | – | Sell |
-511
| Closed | -$48.9K | – | 324 |
|
|
2024
Q3 | $48.9K | Buy |
+511
| New | +$48.9K | 0.04% | 230 |
|
|
2024
Q1 | – | Sell |
-509
| Closed | -$38.3K | – | 300 |
|
|
2023
Q4 | $38.3K | Buy |
+509
| New | +$38.3K | 0.03% | 241 |
|