RWS
Resolute Wealth Strategies’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 | $4.99M | Sell |
45,330
-77
| -0.2% | -$8.48K | 2.67% | 9 |
|
2025
Q1 | $4.22M | Sell |
45,407
-39,228
| -46% | -$3.64M | 2.35% | 11 |
|
2024
Q4 | $8.59M | Sell |
84,635
-1,492
| -2% | -$151K | 4.42% | 5 |
|
2024
Q3 | $8.25M | Sell |
86,127
-1,224
| -1% | -$117K | 4.28% | 5 |
|
2024
Q2 | $8.08M | Sell |
87,351
-863
| -1% | -$79.9K | 4.66% | 5 |
|
2024
Q1 | $7.45M | Sell |
88,214
-37,202
| -30% | -$3.14M | 4.51% | 4 |
|
2023
Q4 | $9.42M | Sell |
125,416
-391
| -0.3% | -$29.4K | 6.39% | 3 |
|
2023
Q3 | $8.61M | Sell |
125,807
-2,669
| -2% | -$183K | 6.44% | 3 |
|
2023
Q2 | $9.05M | Sell |
128,476
-364
| -0.3% | -$25.7K | 7.02% | 2 |
|
2023
Q1 | $8.23M | Buy |
+128,840
| New | +$8.23M | 7.01% | 2 |
|