SWC
Spectrum Wealth Counsel’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
Q1 | $8.1M | Buy |
87,279
+1,131
| +1% | +$105K | 0.97% | 35 |
|
|
2024
Q4 | $8.75M | Sell |
86,148
-6,263
| -7% | -$636K | 1.03% | 30 |
|
|
2024
Q3 | $8.85M | Buy |
92,411
+9,704
| +12% | +$929K | 1.04% | 28 |
|
|
2024
Q2 | $7.65M | Buy |
82,707
+36
| +0% | +$3.33K | 0.97% | 30 |
|
|
2024
Q1 | $6.98M | Sell |
82,671
-91
| -0.1% | -$7.68K | 0.85% | 36 |
|
|
2023
Q4 | $6.22M | Buy |
+82,762
| New | +$6.22M | 0.86% | 33 |
|