SWM
SilverOak Wealth Management’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 | $64M | Buy |
581,186
+37
| +0% | +$4.07K | 12.01% | 2 |
|
|
2025
Q1 | $53.9M | Buy |
581,149
+3,513
| +0.6% | +$326K | 11.67% | 2 |
|
|
2024
Q4 | $58.6M | Buy |
577,636
+218
| +0% | +$22.1K | 12.62% | 2 |
|
|
2024
Q3 | $55.3M | Sell |
577,418
-2,805
| -0.5% | -$269K | 12.4% | 2 |
|
|
2024
Q2 | $53.7M | Sell |
580,223
-104
| -0% | -$9.62K | 12.89% | 2 |
|
|
2024
Q1 | $49M | Sell |
580,327
-10,669
| -2% | -$901K | 12.17% | 2 |
|
|
2023
Q4 | $44.4M | Buy |
+590,996
| New | +$44.4M | 11.99% | 2 |
|