Spectrum Planning & Advisory Services’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 | $7.51M | Sell |
68,171
-21,338
| -24% | -$2.35M | 4.85% | 5 |
|
|
2025
Q1 | $8.31M | Buy |
89,509
+5,065
| +6% | +$470K | 6.92% | 2 |
|
|
2024
Q4 | $8.57M | Buy |
84,444
+99
| +0.1% | +$10.1K | 7.44% | 2 |
|
|
2024
Q3 | $8.08M | Buy |
84,345
+9,270
| +12% | +$888K | 7.76% | 2 |
|
|
2024
Q2 | $7M | Buy |
+75,075
| New | +$7M | 6.75% | 3 |
|
|
2023
Q4 | $1.22M | Buy |
16,184
+362
| +2% | +$27.2K | 1.72% | 12 |
|
|
2023
Q3 | $1.08M | Buy |
+15,822
| New | +$1.08M | 1.71% | 14 |
|