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SK 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
$1.32M Sell
11,937
-100
-0.8% -$11.1K 0.57% 31
2025
Q1
$1.03M Buy
12,037
+211
+2% +$18.1K 0.55% 34
2024
Q4
$1.2M Hold
11,826
0.61% 26
2024
Q3
$1.22M Buy
+11,826
New +$1.22M 0.63% 25