OBWG
Onyx Bridge Wealth Group’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 | $312K | Sell |
2,836
-331
| -10% | -$36.4K | 0.04% | 226 |
|
|
2025
Q1 | $294K | Sell |
3,167
-74
| -2% | -$6.87K | 0.04% | 214 |
|
|
2024
Q4 | $329K | Buy |
3,241
+112
| +4% | +$11.4K | 0.05% | 204 |
|
|
2024
Q3 | $300K | Buy |
3,129
+102
| +3% | +$9.77K | 0.05% | 212 |
|
|
2024
Q2 | $280K | Sell |
3,027
-63
| -2% | -$5.83K | 0.05% | 207 |
|
|
2024
Q1 | $255K | Hold |
3,090
| – | – | 0.05% | 213 |
|
|
2023
Q4 | $232K | Sell |
3,090
-578
| -16% | -$43.4K | 0.05% | 213 |
|
|
2023
Q3 | $251K | Buy |
3,668
+178
| +5% | +$12.2K | 0.06% | 191 |
|
|
2023
Q2 | $246K | Buy |
3,490
+307
| +10% | +$21.6K | 0.06% | 191 |
|
|
2023
Q1 | $203K | Buy |
+3,183
| New | +$203K | 0.08% | 160 |
|
|
2022
Q2 | – | Sell |
-3,134
| Closed | -$211K | – | 180 |
|
|
2022
Q1 | $211K | Sell |
3,134
-200
| -6% | -$13.5K | 0.08% | 134 |
|
|
2021
Q4 | $281K | Sell |
3,334
-728
| -18% | -$61.4K | 0.09% | 121 |
|
|
2021
Q3 | $315K | Buy |
4,062
+584
| +17% | +$45.3K | 0.12% | 96 |
|
|
2021
Q2 | $258K | Buy |
+3,478
| New | +$258K | 0.11% | 94 |
|