SteelPeak 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 | $32.2M | Sell |
292,831
-26,834
| -8% | -$2.95M | 1.25% | 20 |
|
|
2025
Q1 | $29.7M | Buy |
319,665
+19,486
| +6% | +$1.81M | 1.23% | 19 |
|
|
2024
Q4 | $30.5M | Sell |
300,179
-12,404
| -4% | -$1.26M | 1.24% | 17 |
|
|
2024
Q3 | $29.9M | Sell |
312,583
-11,576
| -4% | -$1.11M | 1.3% | 18 |
|
|
2024
Q2 | $30M | Buy |
324,159
+134,087
| +71% | +$12.4M | 1.39% | 14 |
|
|
2024
Q1 | $16M | Buy |
190,072
+121,065
| +175% | +$10.2M | 0.81% | 29 |
|
|
2023
Q4 | $5.18M | Buy |
69,007
+2,080
| +3% | +$156K | 0.3% | 79 |
|
|
2023
Q3 | $4.59M | Buy |
+66,927
| New | +$4.59M | 0.29% | 74 |
|