Silverlake Wealth Management’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 | $1.15M | Buy |
10,407
+7,677
| +281% | +$845K | 0.33% | 89 |
|
|
2025
Q1 | $253K | Buy |
2,730
+117
| +4% | +$10.9K | 0.1% | 213 |
|
|
2024
Q4 | $265K | Sell |
2,613
-249
| -9% | -$25.3K | 0.1% | 212 |
|
|
2024
Q3 | $274K | Sell |
2,862
-49
| -2% | -$4.69K | 0.1% | 214 |
|
|
2024
Q2 | $269K | Buy |
2,911
+487
| +20% | +$45.1K | 0.11% | 202 |
|
|
2024
Q1 | $205K | Buy |
+2,424
| New | +$205K | 0.1% | 227 |
|
|
2022
Q1 | – | Sell |
-3,250
| Closed | -$272K | – | 238 |
|
|
2021
Q4 | $272K | Buy |
+3,250
| New | +$272K | 0.15% | 167 |
|