StoneCrest Wealth Management’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 | $3.57M | Buy |
32,416
+332
| +1% | +$36.6K | 1.7% | 28 |
|
|
2025
Q1 | $2.98M | Buy |
32,084
+111
| +0.3% | +$10.3K | 1.89% | 23 |
|
|
2024
Q4 | $3.25M | Buy |
31,973
+1,467
| +5% | +$149K | 2.12% | 20 |
|
|
2024
Q3 | $2.92M | Sell |
30,506
-625
| -2% | -$59.8K | 2.13% | 18 |
|
|
2024
Q2 | $2.88M | Sell |
31,131
-239
| -0.8% | -$22.1K | 2.2% | 19 |
|
|
2024
Q1 | $2.65M | Sell |
31,370
-1,887
| -6% | -$159K | 2.29% | 18 |
|
|
2023
Q4 | $2.5M | Buy |
+33,257
| New | +$2.5M | 2.39% | 18 |
|