Quotient Wealth Partners’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 | $5.61M | Sell |
50,981
-466
| -0.9% | -$51.3K | 0.17% | 41 |
|
|
2025
Q1 | $4.78M | Sell |
51,447
-312
| -0.6% | -$29K | 0.15% | 42 |
|
|
2024
Q4 | $5.26M | Sell |
51,759
-6,160
| -11% | -$625K | 0.17% | 38 |
|
|
2024
Q3 | $5.55M | Buy |
57,919
+3,058
| +6% | +$293K | 0.18% | 37 |
|
|
2024
Q2 | $5.08M | Sell |
54,861
-6,949
| -11% | -$643K | 0.18% | 39 |
|
|
2024
Q1 | $5.22M | Sell |
61,810
-10,489
| -15% | -$886K | 0.19% | 40 |
|
|
2023
Q4 | $5.43M | Buy |
+72,299
| New | +$5.43M | 0.21% | 46 |
|