Rockwood Wealth Management’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 | $997K | Hold |
9,056
| – | – | 0.09% | 44 |
|
|
2025
Q1 | $841K | Sell |
9,056
-399
| -4% | -$37K | 0.09% | 40 |
|
|
2024
Q4 | $968K | Buy |
9,455
+1,690
| +22% | +$173K | 0.1% | 36 |
|
|
2024
Q3 | $743K | Sell |
7,765
-15,530
| -67% | -$1.49M | 0.08% | 40 |
|
|
2024
Q2 | $2.16M | Buy |
+23,295
| New | +$2.16M | 0.26% | 23 |
|
|
2022
Q1 | – | Sell |
-2,596
| Closed | -$217K | – | 96 |
|
|
2021
Q4 | $217K | Buy |
+2,596
| New | +$217K | 0.1% | 111 |
|