Processus Wealth & Capital 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 | $1.38M | Sell |
12,553
-298
| -2% | -$32.8K | 1.09% | 30 |
|
|
2025
Q1 | $1.19M | Buy |
12,851
+641
| +5% | +$59.5K | 1.02% | 32 |
|
|
2024
Q4 | $1.24M | Buy |
12,210
+246
| +2% | +$25K | 0.99% | 32 |
|
|
2024
Q3 | $1.15M | Sell |
11,964
-459
| -4% | -$43.9K | 0.94% | 32 |
|
|
2024
Q2 | $1.15M | Buy |
12,423
+122
| +1% | +$11.3K | 0.95% | 31 |
|
|
2024
Q1 | $1.04M | Sell |
12,301
-600
| -5% | -$50.7K | 0.92% | 31 |
|
|
2023
Q4 | $969K | Buy |
+12,901
| New | +$969K | 0.97% | 33 |
|