Stone Summit 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 | $490K | Sell |
4,448
-28
| -0.6% | -$3.08K | 0.15% | 104 |
|
|
2025
Q1 | $416K | Sell |
4,476
-40
| -0.9% | -$3.71K | 0.14% | 106 |
|
|
2024
Q4 | $459K | Sell |
4,516
-7
| -0.2% | -$711 | 0.15% | 102 |
|
|
2024
Q3 | $433K | Sell |
4,523
-68
| -1% | -$6.51K | 0.14% | 110 |
|
|
2024
Q2 | $425K | Sell |
4,591
-115
| -2% | -$10.6K | 0.15% | 105 |
|
|
2024
Q1 | $397K | Sell |
4,706
-150
| -3% | -$12.7K | 0.14% | 110 |
|
|
2023
Q4 | $365K | Buy |
4,856
+193
| +4% | +$14.5K | 0.14% | 114 |
|
|
2023
Q3 | $319K | Buy |
4,663
+235
| +5% | +$16.1K | 0.14% | 119 |
|
|
2023
Q2 | $312K | Sell |
4,428
-100
| -2% | -$7.05K | 0.13% | 116 |
|
|
2023
Q1 | $289K | Hold |
4,528
| – | – | 0.13% | 116 |
|
|
2022
Q4 | $265K | Sell |
4,528
-250
| -5% | -$14.6K | 0.13% | 120 |
|
|
2022
Q3 | $276K | Sell |
4,778
-122
| -2% | -$7.05K | 0.17% | 110 |
|
|
2022
Q2 | $295K | Sell |
4,900
-50
| -1% | -$3.01K | 0.18% | 109 |
|
|
2022
Q1 | $379K | Buy |
+4,950
| New | +$379K | 0.21% | 99 |
|