RWA Wealth Partners’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 | $1.62M | Buy |
14,696
+2
| +0% | +$220 | 0.02% | 271 |
|
|
2025
Q1 | $1.36M | Sell |
14,694
-5
| -0% | -$464 | 0.02% | 278 |
|
|
2024
Q4 | $1.49M | Sell |
14,699
-1,985
| -12% | -$202K | 0.02% | 277 |
|
|
2024
Q3 | $1.6M | Buy |
16,684
+1,763
| +12% | +$169K | 0.02% | 267 |
|
|
2024
Q2 | $1.38M | Sell |
14,921
-926
| -6% | -$85.7K | 0.02% | 269 |
|
|
2024
Q1 | $1.34M | Sell |
15,847
-143
| -0.9% | -$12.1K | 0.02% | 274 |
|
|
2023
Q4 | $1.2M | Buy |
+15,990
| New | +$1.2M | 0.02% | 269 |
|
|
2022
Q4 | – | Sell |
-11,046
| Closed | -$639K | – | 264 |
|
|
2022
Q3 | $639K | Sell |
11,046
-812
| -7% | -$47K | 0.05% | 148 |
|
|
2022
Q2 | $716K | Buy |
+11,858
| New | +$716K | 0.05% | 145 |
|
|
2019
Q1 | – | Sell |
-9,436
| Closed | -$355K | – | 236 |
|
|
2018
Q4 | $355K | Buy |
+9,436
| New | +$355K | 0.05% | 166 |
|
|
2018
Q3 | – | Sell |
-460
| Closed | -$19K | – | 473 |
|
|
2018
Q2 | $19K | Hold |
460
| – | – | ﹤0.01% | 541 |
|
|
2018
Q1 | $18K | Buy |
+460
| New | +$18K | ﹤0.01% | 414 |
|