One Wealth Management Investment & Advisory Services’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 | $722K | Sell |
6,554
-57
| -0.9% | -$6.28K | 0.93% | 20 |
|
|
2025
Q1 | $614K | Sell |
6,611
-64
| -1% | -$5.94K | 1.02% | 17 |
|
|
2024
Q4 | $678K | Sell |
6,675
-58
| -0.9% | -$5.89K | 1.07% | 15 |
|
|
2024
Q3 | $645K | Sell |
6,733
-87,956
| -93% | -$8.42M | 1.13% | 15 |
|
|
2024
Q2 | $8.76M | Buy |
94,689
+34,352
| +57% | +$3.18M | 3.49% | 7 |
|
|
2024
Q1 | $5.09M | Buy |
60,337
+27,000
| +81% | +$2.28M | 2.09% | 10 |
|
|
2023
Q4 | $2.5M | Buy |
+33,337
| New | +$2.5M | 1.12% | 15 |
|