Signature Wealth Management 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 | $11.2M | Sell |
101,483
-1,330
| -1% | -$146K | 6.39% | 5 |
|
|
2025
Q1 | $9.54M | Buy |
102,813
+5,275
| +5% | +$490K | 6.25% | 5 |
|
|
2024
Q4 | $9.9M | Buy |
97,538
+2,051
| +2% | +$208K | 6.8% | 5 |
|
|
2024
Q3 | $9.14M | Sell |
95,487
-1,092
| -1% | -$105K | 6.62% | 5 |
|
|
2024
Q2 | $8.94M | Buy |
96,579
+1,207
| +1% | +$112K | 6.79% | 5 |
|
|
2024
Q1 | $8.05M | Sell |
95,372
-1,010
| -1% | -$85.3K | 6.55% | 5 |
|
|
2023
Q4 | $7.24M | Buy |
96,382
+1,607
| +2% | +$121K | 6.34% | 5 |
|
|
2023
Q3 | $6.48M | Sell |
94,775
-1,025
| -1% | -$70.1K | 6.34% | 5 |
|
|
2023
Q2 | $6.75M | Buy |
95,800
+9,551
| +11% | +$673K | 6.26% | 5 |
|
|
2023
Q1 | $5.51M | Sell |
86,249
-568
| -0.7% | -$36.3K | 5.11% | 6 |
|
|
2022
Q4 | $5.08M | Buy |
86,817
+9,343
| +12% | +$547K | 5% | 5 |
|
|
2022
Q3 | $4.48M | Buy |
77,474
+10,239
| +15% | +$592K | 4.94% | 5 |
|
|
2022
Q2 | $4.06M | Buy |
67,235
+3,526
| +6% | +$213K | 4.16% | 5 |
|
|
2022
Q1 | $4.87M | Buy |
63,709
+6,774
| +12% | +$517K | 4.15% | 5 |
|
|
2021
Q4 | $4.76M | Buy |
56,935
+1,098
| +2% | +$91.9K | 4.04% | 5 |
|
|
2021
Q3 | $4.13M | Buy |
55,837
+77
| +0.1% | +$5.69K | 3.74% | 5 |
|
|
2021
Q2 | $4.06M | Sell |
55,760
-219
| -0.4% | -$15.9K | 3.68% | 5 |
|
|
2021
Q1 | $3.65M | Buy |
55,979
+213
| +0.4% | +$13.9K | 3.5% | 6 |
|
|
2020
Q4 | $3.56M | Buy |
+55,766
| New | +$3.56M | 3.56% | 7 |
|