Opal 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 | $685K | Buy |
6,218
+5,370
| +633% | +$591K | 0.19% | 67 |
|
|
2025
Q1 | $78.7K | Sell |
848
-5,452
| -87% | -$506K | 0.02% | 298 |
|
|
2024
Q4 | $640K | Buy |
+6,300
| New | +$640K | 0.19% | 75 |
|
|
2024
Q3 | – | Sell |
-1,339
| Closed | -$124K | – | 684 |
|
|
2024
Q2 | $124K | Buy |
+1,339
| New | +$124K | 0.04% | 246 |
|
|
2023
Q1 | – | Sell |
-18,890
| Closed | -$1.11M | – | 126 |
|
|
2022
Q4 | $1.11M | Buy |
18,890
+7,206
| +62% | +$422K | 0.61% | 25 |
|
|
2022
Q3 | $676K | Buy |
11,684
+947
| +9% | +$54.8K | 0.49% | 30 |
|
|
2022
Q2 | $648K | Buy |
+10,737
| New | +$648K | 0.43% | 35 |
|