SVWAG
Sound View Wealth Advisors Group’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 | $1.53M | Buy |
13,854
+1
| +0% | +$110 | 0.11% | 150 |
|
|
2025
Q1 | $1.29M | Sell |
13,853
-78
| -0.6% | -$7.24K | 0.11% | 153 |
|
|
2024
Q4 | $1.41M | Buy |
13,931
+925
| +7% | +$93.9K | 0.11% | 148 |
|
|
2024
Q3 | $1.25M | Buy |
13,006
+1,500
| +13% | +$144K | 0.1% | 164 |
|
|
2024
Q2 | $1.06M | Hold |
11,506
| – | – | 0.11% | 156 |
|
|
2024
Q1 | $972K | Hold |
11,506
| – | – | 0.1% | 163 |
|
|
2023
Q4 | $864K | Sell |
11,506
-1,396
| -11% | -$105K | 0.1% | 176 |
|
|
2023
Q3 | $883K | Buy |
12,902
+1,396
| +12% | +$95.5K | 0.11% | 159 |
|
|
2023
Q2 | $811K | Buy |
11,506
+1,238
| +12% | +$87.3K | 0.11% | 171 |
|
|
2023
Q1 | $656K | Sell |
10,268
-1,238
| -11% | -$79.1K | 0.09% | 186 |
|
|
2022
Q4 | $864K | Buy |
11,506
+6,960
| +153% | +$523K | 0.1% | 176 |
|
|
2022
Q3 | $263K | Hold |
4,546
| – | – | 0.06% | 226 |
|
|
2022
Q2 | $274K | Sell |
4,546
-159
| -3% | -$9.58K | 0.06% | 229 |
|
|
2022
Q1 | $359K | Buy |
4,705
+99
| +2% | +$7.55K | 0.07% | 212 |
|
|
2021
Q4 | $385K | Sell |
4,606
-8,040
| -64% | -$672K | 0.07% | 203 |
|
|
2021
Q3 | $935K | Buy |
+12,646
| New | +$935K | 0.2% | 119 |
|