RWM
RKL 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 | $7.21M | Sell |
65,460
-2,477
| -4% | -$273K | 0.63% | 26 |
|
|
2025
Q1 | $6.31M | Sell |
67,937
-10,377
| -13% | -$963K | 0.59% | 28 |
|
|
2024
Q4 | $7.95M | Sell |
78,314
-23,622
| -23% | -$2.4M | 0.71% | 24 |
|
|
2024
Q3 | $9.76M | Sell |
101,936
-12,670
| -11% | -$1.21M | 0.88% | 24 |
|
|
2024
Q2 | $10.6M | Sell |
114,606
-2,920
| -2% | -$270K | 1.02% | 23 |
|
|
2024
Q1 | $9.92M | Sell |
117,526
-1,266
| -1% | -$107K | 0.98% | 24 |
|
|
2023
Q4 | $8.92M | Sell |
118,792
-889
| -0.7% | -$66.8K | 0.96% | 24 |
|
|
2023
Q3 | $8.19M | Sell |
119,681
-6
| -0% | -$411 | 1% | 24 |
|
|
2023
Q2 | $8.44M | Buy |
119,687
+1,232
| +1% | +$86.8K | 1% | 24 |
|
|
2023
Q1 | $7.57M | Buy |
118,455
+249
| +0.2% | +$15.9K | 0.96% | 25 |
|
|
2022
Q4 | $6.92M | Sell |
118,206
-384
| -0.3% | -$22.5K | 0.92% | 26 |
|
|
2022
Q3 | $6.86M | Sell |
118,590
-2,141
| -2% | -$124K | 0.99% | 26 |
|
|
2022
Q2 | $7.29M | Sell |
120,731
-883
| -0.7% | -$53.3K | 1% | 27 |
|
|
2022
Q1 | $9.29M | Sell |
121,614
-2,900
| -2% | -$222K | 1.12% | 23 |
|
|
2021
Q4 | $10.4M | Sell |
124,514
-1,889
| -1% | -$158K | 1.24% | 22 |
|
|
2021
Q3 | $9.34M | Sell |
126,403
-1,825
| -1% | -$135K | 1.19% | 22 |
|
|
2021
Q2 | $9.33M | Sell |
128,228
-7,626
| -6% | -$555K | 1.17% | 22 |
|
|
2021
Q1 | $8.85M | Sell |
135,854
-5,540
| -4% | -$361K | 1.18% | 23 |
|
|
2020
Q4 | $9.02M | Buy |
141,394
+104,394
| +282% | +$6.66M | 1.26% | 23 |
|
|
2020
Q3 | $8.55M | Sell |
37,000
-380
| -1% | -$87.8K | 1.36% | 21 |
|
|
2020
Q2 | $7.76M | Sell |
37,380
-277
| -0.7% | -$57.5K | 1.33% | 20 |
|
|
2020
Q1 | $6.22M | Sell |
37,657
-1,012
| -3% | -$167K | 1.3% | 21 |
|
|
2019
Q4 | $7.49M | Sell |
38,669
-2,879
| -7% | -$558K | 1.34% | 18 |
|
|
2019
Q3 | $7.48M | Sell |
41,548
-7,357
| -15% | -$1.32M | 1.42% | 17 |
|
|
2019
Q2 | $8.77M | Sell |
48,905
-1,575
| -3% | -$282K | 1.62% | 15 |
|
|
2019
Q1 | $8.7M | Sell |
50,480
-3,087
| -6% | -$532K | 1.7% | 15 |
|
|
2018
Q4 | $8.08M | Sell |
53,567
-1,432
| -3% | -$216K | 1.86% | 12 |
|
|
2018
Q3 | $9.75M | Sell |
54,999
-2,091
| -4% | -$370K | 2.07% | 11 |
|
|
2018
Q2 | $9.28M | Sell |
57,090
-646
| -1% | -$105K | 2.1% | 8 |
|
|
2018
Q1 | $8.96M | Sell |
57,736
-1,816
| -3% | -$282K | 2.12% | 9 |
|
|
2017
Q4 | $9.1M | Buy |
59,552
+4,825
| +9% | +$737K | 2.25% | 8 |
|
|
2017
Q3 | $7.85M | Buy |
54,727
+15,251
| +39% | +$2.19M | 2.21% | 7 |
|
|
2017
Q2 | $5.4M | Buy |
39,476
+19,453
| +97% | +$2.66M | 1.71% | 14 |
|
|
2017
Q1 | $2.63M | Buy |
20,023
+16,992
| +561% | +$2.23M | 1.06% | 33 |
|
|
2016
Q4 | $369K | Buy |
+3,031
| New | +$369K | 0.18% | 69 |
|