QPWM
Quadrant Private Wealth Management’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 | $9.14M | Buy |
83,032
+6,252
| +8% | +$688K | 1.9% | 9 |
|
|
2025
Q1 | $7.13M | Buy |
76,780
+7,042
| +10% | +$654K | 1.78% | 11 |
|
|
2024
Q4 | $7.08M | Buy |
69,738
+4,264
| +7% | +$433K | 1.74% | 11 |
|
|
2024
Q3 | $6.27M | Buy |
65,474
+95
| +0.1% | +$9.1K | 1.55% | 14 |
|
|
2024
Q2 | $6.05M | Buy |
65,379
+32,747
| +100% | +$3.03M | 1.39% | 14 |
|
|
2024
Q1 | $2.76M | Buy |
32,632
+16,127
| +98% | +$1.36M | 0.7% | 38 |
|
|
2023
Q4 | $1.24M | Buy |
16,505
+2,630
| +19% | +$198K | 0.34% | 74 |
|
|
2023
Q3 | $952K | Buy |
13,875
+7,433
| +115% | +$510K | 0.32% | 76 |
|
|
2023
Q2 | $454K | Buy |
+6,442
| New | +$454K | 0.13% | 138 |
|