Octavia 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 | $310K | Buy |
2,813
+57
| +2% | +$6.28K | 0.04% | 160 |
|
|
2025
Q1 | $256K | Buy |
2,756
+417
| +18% | +$38.7K | 0.03% | 183 |
|
|
2024
Q4 | $237K | Sell |
2,339
-84
| -3% | -$8.53K | 0.03% | 200 |
|
|
2024
Q3 | $232K | Buy |
+2,423
| New | +$232K | 0.03% | 199 |
|
|
2024
Q2 | – | Sell |
-5,284
| Closed | -$446K | – | 221 |
|
|
2024
Q1 | $446K | Buy |
+5,284
| New | +$446K | 0.07% | 123 |
|