SWP
ShoreHaven Wealth Partners’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 | $27.6M | Sell |
250,570
-9,211
| -4% | -$1.01M | 11.3% | 1 |
|
|
2025
Q1 | $24.1M | Buy |
259,781
+18,586
| +8% | +$1.73M | 11.55% | 1 |
|
|
2024
Q4 | $24.5M | Sell |
241,195
-1,719
| -0.7% | -$175K | 11.57% | 1 |
|
|
2024
Q3 | $23.3M | Sell |
242,914
-2,435
| -1% | -$233K | 11.22% | 2 |
|
|
2024
Q2 | $22.7M | Buy |
245,349
+11,977
| +5% | +$1.11M | 11.93% | 2 |
|
|
2024
Q1 | $19.7M | Sell |
233,372
-22,499
| -9% | -$1.9M | 10.84% | 2 |
|
|
2023
Q4 | $19.2M | Buy |
255,871
+3,457
| +1% | +$260K | 11.69% | 2 |
|
|
2023
Q3 | $17.3M | Buy |
252,414
+38,757
| +18% | +$2.65M | 11.88% | 2 |
|
|
2023
Q2 | $15.1M | Buy |
213,657
+24,747
| +13% | +$1.74M | 10.07% | 2 |
|
|
2023
Q1 | $12.1M | Sell |
188,910
-42,099
| -18% | -$2.69M | 8.47% | 2 |
|
|
2022
Q4 | $13.5M | Buy |
231,009
+8,140
| +4% | +$476K | 9.53% | 3 |
|
|
2022
Q3 | $12.9M | Buy |
222,869
+6,351
| +3% | +$367K | 9.84% | 2 |
|
|
2022
Q2 | $13.1M | Sell |
216,518
-16,793
| -7% | -$1.01M | 9.38% | 2 |
|
|
2022
Q1 | $17.8M | Sell |
233,311
-100,761
| -30% | -$7.7M | 9.4% | 1 |
|
|
2021
Q4 | $28M | Sell |
334,072
-1,774
| -0.5% | -$148K | 13.85% | 1 |
|
|
2021
Q3 | $24.8M | Sell |
335,846
-14,741
| -4% | -$1.09M | 12.93% | 1 |
|
|
2021
Q2 | $25.5M | Buy |
350,587
+13,410
| +4% | +$975K | 13.7% | 1 |
|
|
2021
Q1 | $22M | Buy |
337,177
+2,941
| +0.9% | +$191K | 11.89% | 1 |
|
|
2020
Q4 | $21.3M | Buy |
+334,236
| New | +$21.3M | 11.94% | 1 |
|