SVWG
Shared Vision Wealth Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Sell |
57,768
-2,846
| -5% | -$324K | 3.29% | 7 |
|
|
2025
Q1 | $5.63M | Sell |
60,614
-1,551
| -2% | -$144K | 3.07% | 7 |
|
|
2024
Q4 | $6.31M | Sell |
62,165
-1,418
| -2% | -$144K | 3.32% | 5 |
|
|
2024
Q3 | $6.09M | Sell |
63,583
-4,115
| -6% | -$394K | 3.25% | 6 |
|
|
2024
Q2 | $6.26M | Buy |
67,698
+27,330
| +68% | +$2.53M | 3.65% | 4 |
|
|
2024
Q1 | $3.41M | Buy |
40,368
+21,906
| +119% | +$1.85M | 2.13% | 9 |
|
|
2023
Q4 | $1.39M | Buy |
+18,462
| New | +$1.39M | 0.93% | 21 |
|