Ruedi 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 | – | Sell |
-643
| Closed | -$59.7K | – | 192 |
|
|
2025
Q1 | $59.7K | Hold |
643
| – | – | 0.02% | 82 |
|
|
2024
Q4 | $65.3K | Hold |
643
| – | – | 0.02% | 78 |
|
|
2024
Q3 | $61.6K | Hold |
643
| – | – | 0.02% | 81 |
|
|
2024
Q2 | $59.5K | Hold |
643
| – | – | 0.02% | 77 |
|
|
2024
Q1 | $54.3K | Hold |
643
| – | – | 0.02% | 81 |
|
|
2023
Q4 | $48.3K | Buy |
643
+599
| +1,361% | +$45K | 0.02% | 83 |
|
|
2023
Q3 | $3.01K | Hold |
44
| – | – | ﹤0.01% | 172 |
|
|
2023
Q2 | $3.1K | Hold |
44
| – | – | ﹤0.01% | 176 |
|
|
2023
Q1 | $2.81K | Hold |
44
| – | – | ﹤0.01% | 213 |
|
|
2022
Q4 | $2.57K | Buy |
+44
| New | +$2.57K | ﹤0.01% | 203 |
|