Opal Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $779K | Sell |
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|
2025
Q4 | $967K | Buy |
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|
2025
Q3 | $723K | Sell |
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|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $78.7K | Sell |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $124K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $676K | Buy |
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|
2022
Q2 | $648K | Buy |
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