Semus 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 | $1.14M | Sell |
10,373
-910
| -8% | -$100K | 0.74% | 34 |
|
|
2025
Q1 | $1.05M | Buy |
11,283
+518
| +5% | +$48.1K | 0.73% | 34 |
|
|
2024
Q4 | $1.09M | Buy |
10,765
+836
| +8% | +$84.9K | 0.72% | 30 |
|
|
2024
Q3 | $951K | Buy |
9,929
+2,033
| +26% | +$195K | 0.67% | 31 |
|
|
2024
Q2 | $731K | Buy |
7,896
+2,835
| +56% | +$262K | 0.56% | 36 |
|
|
2024
Q1 | $427K | Buy |
+5,061
| New | +$427K | 0.36% | 62 |
|