SMART Wealth’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 | $361K | Buy |
3,282
+710
| +28% | +$78.2K | 0.11% | 126 |
|
|
2025
Q1 | $239K | Buy |
2,572
+403
| +19% | +$37.4K | 0.09% | 140 |
|
|
2024
Q4 | $220K | Sell |
2,169
-240
| -10% | -$24.4K | 0.08% | 135 |
|
|
2024
Q3 | $231K | Buy |
2,409
+188
| +8% | +$18K | 0.09% | 128 |
|
|
2024
Q2 | $206K | Buy |
+2,221
| New | +$206K | 0.08% | 118 |
|