Omni 360 Wealth’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 | $2.61M | Buy |
23,729
+941
| +4% | +$104K | 1.29% | 20 |
|
|
2025
Q1 | $2.12M | Buy |
22,788
+173
| +0.8% | +$16.1K | 1.24% | 20 |
|
|
2024
Q4 | $2.3M | Buy |
22,615
+2,195
| +11% | +$223K | 1.44% | 18 |
|
|
2024
Q3 | $1.96M | Buy |
20,420
+2,692
| +15% | +$258K | 1.28% | 21 |
|
|
2024
Q2 | $1.64M | Buy |
17,728
+11,837
| +201% | +$1.1M | 1.22% | 21 |
|
|
2024
Q1 | $497K | Sell |
5,891
-2,125
| -27% | -$179K | 0.4% | 59 |
|
|
2023
Q4 | $602K | Buy |
+8,016
| New | +$602K | 0.56% | 48 |
|