Quadcap 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 | $591K | Hold |
5,366
| – | – | 0.08% | 230 |
|
|
2025
Q1 | $498K | Sell |
5,366
-59
| -1% | -$5.48K | 0.07% | 237 |
|
|
2024
Q4 | $551K | Buy |
5,425
+316
| +6% | +$32.1K | 0.08% | 225 |
|
|
2024
Q3 | $489K | Buy |
5,109
+194
| +4% | +$18.6K | 0.08% | 249 |
|
|
2024
Q2 | $455K | Buy |
+4,915
| New | +$455K | 0.08% | 256 |
|
|
2024
Q1 | – | Sell |
-2,803
| Closed | -$211K | – | 341 |
|
|
2023
Q4 | $211K | Buy |
+2,803
| New | +$211K | 0.05% | 305 |
|