Scissortail 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 | $21.7M | Buy |
197,037
+1,230
| +0.6% | +$135K | 5.21% | 2 |
|
|
2025
Q1 | $18.2M | Sell |
195,807
-3,749
| -2% | -$348K | 4.67% | 2 |
|
|
2024
Q4 | $20.3M | Buy |
199,556
+198,742
| +24,415% | +$20.2M | 5.19% | 2 |
|
|
2024
Q3 | $18.8M | Sell |
814
-142,475
| -99% | -$3.29B | 4.55% | 2 |
|
|
2024
Q2 | $13.3M | Buy |
143,289
+98,975
| +223% | +$9.16M | 3.38% | 4 |
|
|
2024
Q1 | $3.74M | Buy |
+44,314
| New | +$3.74M | 0.99% | 37 |
|