PCG
Prosperity Consulting Group’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 | $17.5M | Sell |
158,908
-5,709
| -3% | -$629K | 1.28% | 13 |
|
2025
Q1 | $15.3M | Sell |
164,617
-3,904
| -2% | -$362K | 1.18% | 12 |
|
2024
Q4 | $17.1M | Sell |
168,521
-1,263
| -0.7% | -$128K | 1.29% | 13 |
|
2024
Q3 | $16.3M | Buy |
169,784
+6,913
| +4% | +$662K | 1.27% | 12 |
|
2024
Q2 | $15.1M | Sell |
162,871
-8,874
| -5% | -$821K | 2.04% | 8 |
|
2024
Q1 | $14.5M | Buy |
+171,745
| New | +$14.5M | 1.82% | 8 |
|