Regimen Wealth’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 | $2.81M | Sell |
25,489
-2,446
| -9% | -$269K | 0.87% | 23 |
|
|
2025
Q1 | $2.59M | Sell |
27,935
-506
| -2% | -$47K | 0.83% | 20 |
|
|
2024
Q4 | $2.88M | Buy |
28,441
+7,804
| +38% | +$791K | 0.94% | 20 |
|
|
2024
Q3 | $1.98M | Sell |
20,637
-218
| -1% | -$20.9K | 0.64% | 22 |
|
|
2024
Q2 | $1.93M | Buy |
20,855
+12,373
| +146% | +$1.14M | 0.66% | 22 |
|
|
2024
Q1 | $716K | Sell |
8,482
-293
| -3% | -$24.7K | 0.25% | 34 |
|
|
2023
Q4 | $659K | Buy |
8,775
+159
| +2% | +$11.9K | 0.25% | 34 |
|
|
2023
Q3 | $590K | Buy |
+8,616
| New | +$590K | 0.24% | 35 |
|