Schrum Private 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 | $356K | Buy |
3,237
+305
| +10% | +$33.6K | 0.29% | 84 |
|
|
2025
Q1 | $272K | Sell |
2,932
-120
| -4% | -$11.1K | 0.24% | 101 |
|
|
2024
Q4 | $310K | Sell |
3,052
-2,810
| -48% | -$285K | 0.26% | 93 |
|
|
2024
Q3 | $561K | Buy |
5,862
+3,298
| +129% | +$316K | 0.29% | 82 |
|
|
2024
Q2 | $237K | Hold |
2,564
| – | – | 0.21% | 109 |
|
|
2024
Q1 | $217K | Buy |
+2,564
| New | +$217K | 0.2% | 125 |
|
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$201K | – | 124 |
|
|
2021
Q4 | $201K | Buy |
+2,400
| New | +$201K | 0.18% | 128 |
|