Power 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 | $2.67M | Sell |
24,250
-1,038
| -4% | -$114K | 1.03% | 20 |
|
|
2025
Q1 | $2.35M | Sell |
25,288
-3,576
| -12% | -$332K | 0.95% | 21 |
|
|
2024
Q4 | $2.93M | Sell |
28,864
-591
| -2% | -$60K | 1.22% | 19 |
|
|
2024
Q3 | $2.82M | Sell |
29,455
-741
| -2% | -$71K | 1.2% | 20 |
|
|
2024
Q2 | $2.79M | Sell |
30,196
-23,138
| -43% | -$2.14M | 1.34% | 21 |
|
|
2024
Q1 | $4.5M | Buy |
53,334
+447
| +0.8% | +$37.7K | 2.83% | 10 |
|
|
2023
Q4 | $3.97M | Buy |
+52,887
| New | +$3.97M | 2.76% | 10 |
|