SWA
Strata Wealth Advisors’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 | – | Sell |
-5,462
| Closed | -$555K | – | 72 |
|
|
2024
Q4 | $555K | Sell |
5,462
-198
| -3% | -$20.1K | 0.17% | 46 |
|
|
2024
Q3 | $542K | Sell |
5,660
-95
| -2% | -$9.1K | 0.17% | 48 |
|
|
2024
Q2 | $533K | Sell |
5,755
-5
| -0.1% | -$463 | 0.18% | 44 |
|
|
2024
Q1 | $486K | Sell |
5,760
-585
| -9% | -$49.4K | 0.17% | 47 |
|
|
2023
Q4 | $477K | Sell |
6,345
-310
| -5% | -$23.3K | 0.19% | 47 |
|
|
2023
Q3 | $455K | Buy |
+6,655
| New | +$455K | 0.22% | 35 |
|
|
2023
Q1 | $427K | Sell |
6,686
-1,462
| -18% | -$93.4K | 0.22% | 36 |
|
|
2022
Q4 | $477K | Buy |
+8,148
| New | +$477K | 0.26% | 30 |
|