SWM
Spire 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 | $22.2M | Sell |
201,582
-4,406
| -2% | -$485K | 0.8% | 23 |
|
|
2025
Q1 | $19.1M | Buy |
205,988
+2,089
| +1% | +$194K | 0.61% | 34 |
|
|
2024
Q4 | $20.7M | Buy |
203,899
+5,985
| +3% | +$608K | 0.64% | 29 |
|
|
2024
Q3 | $19M | Buy |
197,914
+880
| +0.4% | +$84.3K | 0.64% | 34 |
|
|
2024
Q2 | $18.2M | Sell |
197,034
-28,522
| -13% | -$2.64M | 0.64% | 34 |
|
|
2024
Q1 | $19M | Buy |
225,556
+24,234
| +12% | +$2.05M | 0.35% | 65 |
|
|
2023
Q4 | $15.6M | Buy |
201,322
+15,270
| +8% | +$1.18M | 0.52% | 40 |
|
|
2023
Q3 | $12.7M | Buy |
186,052
+22,473
| +14% | +$1.54M | 0.48% | 51 |
|
|
2023
Q2 | $11.5M | Buy |
163,579
+4,159
| +3% | +$293K | 0.43% | 53 |
|
|
2023
Q1 | $10.2M | Buy |
159,420
+86,856
| +120% | +$5.55M | 0.4% | 53 |
|
|
2022
Q4 | $4.25M | Sell |
72,564
-23,082
| -24% | -$1.35M | 0.24% | 98 |
|
|
2022
Q3 | $5.53M | Sell |
95,646
-111,383
| -54% | -$6.44M | 0.34% | 72 |
|
|
2022
Q2 | $12.5M | Sell |
207,029
-111,360
| -35% | -$6.72M | 0.51% | 43 |
|
|
2022
Q1 | $24.4M | Buy |
318,389
+51,775
| +19% | +$3.97M | 0.65% | 30 |
|
|
2021
Q4 | $22.3M | Buy |
266,614
+71,970
| +37% | +$6.02M | 0.5% | 41 |
|
|
2021
Q3 | $14.4M | Sell |
194,644
-8,943
| -4% | -$661K | 0.38% | 66 |
|
|
2021
Q2 | $14.8M | Sell |
203,587
-72,356
| -26% | -$5.26M | 0.4% | 61 |
|
|
2021
Q1 | $18M | Buy |
+275,943
| New | +$18M | 0.48% | 46 |
|