Private Wealth Management Group’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 | $1.08M | Hold |
9,764
| – | – | 0.36% | 35 |
|
|
2025
Q1 | $906K | Sell |
9,764
-500
| -5% | -$46.4K | 0.33% | 37 |
|
|
2024
Q4 | $1.04M | Hold |
10,264
| – | – | 0.4% | 34 |
|
|
2024
Q3 | $983K | Hold |
10,264
| – | – | 0.39% | 35 |
|
|
2024
Q2 | $950K | Sell |
10,264
-750
| -7% | -$69.4K | 0.41% | 33 |
|
|
2024
Q1 | $930K | Sell |
11,014
-865
| -7% | -$73K | 0.42% | 33 |
|
|
2023
Q4 | $892K | Buy |
+11,879
| New | +$892K | 0.44% | 32 |
|