PWM
Praetorian Wealth Management’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 | $35.7M | Sell |
324,536
-422,644
| -57% | -$46.5M | 8.22% | 3 |
|
|
2025
Q1 | $69.4M | Buy |
747,180
+2,579
| +0.3% | +$239K | 16.91% | 1 |
|
|
2024
Q4 | $75.6M | Sell |
744,601
-5,435
| -0.7% | -$552K | 18.37% | 1 |
|
|
2024
Q3 | $71.8M | Buy |
750,036
+4,450
| +0.6% | +$426K | 17.88% | 1 |
|
|
2024
Q2 | $69M | Sell |
745,586
-3,619
| -0.5% | -$335K | 17.66% | 1 |
|
|
2024
Q1 | $63.3M | Buy |
749,205
+42,947
| +6% | +$3.63M | 16.92% | 1 |
|
|
2023
Q4 | $53M | Buy |
706,258
+39,183
| +6% | +$2.94M | 15.34% | 1 |
|
|
2023
Q3 | $45.6M | Buy |
667,075
+55,431
| +9% | +$3.79M | 14.51% | 1 |
|
|
2023
Q2 | $43.1M | Buy |
611,644
+5,921
| +1% | +$417K | 13.32% | 1 |
|
|
2023
Q1 | $38.7M | Buy |
605,723
+30,901
| +5% | +$1.97M | 12.58% | 1 |
|
|
2022
Q4 | $33.6M | Buy |
574,822
+28,873
| +5% | +$1.69M | 12.12% | 1 |
|
|
2022
Q3 | $31.6M | Buy |
545,949
+12,470
| +2% | +$721K | 11.84% | 1 |
|
|
2022
Q2 | $32.2M | Buy |
533,479
+9,402
| +2% | +$567K | 11.82% | 2 |
|
|
2022
Q1 | $40M | Buy |
524,077
+16,172
| +3% | +$1.24M | 13.63% | 1 |
|
|
2021
Q4 | $42.5M | Buy |
507,905
+12,375
| +2% | +$1.04M | 13.8% | 1 |
|
|
2021
Q3 | $36.6M | Sell |
495,530
-5,119
| -1% | -$378K | 12.41% | 1 |
|
|
2021
Q2 | $36.4M | Buy |
500,649
+10,912
| +2% | +$794K | 12.16% | 1 |
|
|
2021
Q1 | $31.9M | Buy |
489,737
+17,980
| +4% | +$1.17M | 11.24% | 1 |
|
|
2020
Q4 | $30.1M | Buy |
471,757
+355,366
| +305% | +$22.7M | 11.5% | 1 |
|
|
2020
Q3 | $26.9M | Buy |
116,391
+1,026
| +0.9% | +$237K | 11.87% | 1 |
|
|
2020
Q2 | $23.9M | Buy |
+115,365
| New | +$23.9M | 11.71% | 1 |
|