SAW
Signal Advisors Wealth’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 | $2.51M | Sell |
22,815
-528
| -2% | -$58.1K | 0.2% | 113 |
|
2025
Q1 | $2.17M | Sell |
23,343
-6,803
| -23% | -$632K | 0.21% | 112 |
|
2024
Q4 | $3.06M | Sell |
30,146
-17,038
| -36% | -$1.73M | 0.35% | 77 |
|
2024
Q3 | $4.52M | Buy |
+47,184
| New | +$4.52M | 0.65% | 38 |
|
2024
Q2 | – | Sell |
-34,483
| Closed | -$2.91M | – | 179 |
|
2024
Q1 | $2.91M | Buy |
34,483
+13,390
| +63% | +$1.13M | 0.72% | 40 |
|
2023
Q4 | $1.58M | Buy |
+21,093
| New | +$1.58M | 0.55% | 52 |
|