Redwood Wealth Management Group’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 | $3.75M | Buy |
34,026
+218
| +0.6% | +$24K | 1.68% | 12 |
|
|
2025
Q1 | $3.14M | Sell |
33,808
-216
| -0.6% | -$20.1K | 1.6% | 14 |
|
|
2024
Q4 | $3.45M | Sell |
34,024
-915
| -3% | -$92.8K | 1.68% | 11 |
|
|
2024
Q3 | $3.35M | Sell |
34,939
-688
| -2% | -$65.9K | 1.66% | 8 |
|
|
2024
Q2 | $3.3M | Buy |
35,627
+327
| +0.9% | +$30.3K | 2.48% | 5 |
|
|
2024
Q1 | $2.98M | Sell |
35,300
-44
| -0.1% | -$3.72K | 3.16% | 6 |
|
|
2023
Q4 | $2.65M | Sell |
35,344
-45
| -0.1% | -$3.38K | 2.94% | 6 |
|
|
2023
Q3 | $2.42M | Sell |
35,389
-1,224
| -3% | -$83.7K | 2.83% | 7 |
|
|
2023
Q2 | $2.58M | Sell |
36,613
-4,516
| -11% | -$318K | 2.86% | 6 |
|
|
2023
Q1 | $2.63M | Sell |
41,129
-291
| -0.7% | -$18.6K | 2.98% | 5 |
|
|
2022
Q4 | $2.42M | Buy |
+41,420
| New | +$2.42M | 3.02% | 7 |
|