Proathlete 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 | $284K | Buy |
2,575
+421
| +20% | +$46.5K | 0.09% | 50 |
|
|
2025
Q1 | $201K | Sell |
2,154
-80
| -4% | -$7.45K | 0.07% | 60 |
|
|
2024
Q4 | $227K | Sell |
2,234
-179
| -7% | -$18.2K | 0.09% | 56 |
|
|
2024
Q3 | $231K | Sell |
2,413
-14
| -0.6% | -$1.34K | 0.1% | 57 |
|
|
2024
Q2 | $225K | Sell |
2,427
-393
| -14% | -$36.4K | 0.11% | 54 |
|
|
2024
Q1 | $238K | Sell |
2,820
-388
| -12% | -$32.8K | 0.13% | 52 |
|
|
2023
Q4 | $241K | Buy |
+3,208
| New | +$241K | 0.14% | 49 |
|