Paulson Wealth Management’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 | $352K | Hold |
3,200
| – | – | 0.09% | 104 |
|
|
2025
Q1 | $297K | Hold |
3,200
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $325K | Hold |
3,200
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $306K | Hold |
3,200
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $296K | Hold |
3,200
| – | – | 0.09% | 110 |
|
|
2024
Q1 | $270K | Hold |
3,200
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $240K | Hold |
3,200
| – | – | 0.08% | 119 |
|
|
2023
Q3 | $219K | Hold |
3,200
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $226K | Buy |
+3,200
| New | +$226K | 0.08% | 118 |
|