Strategic Family Wealth Counselors’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 | $781K | Hold |
7,096
| – | – | 0.22% | 71 |
|
|
2025
Q1 | $659K | Hold |
7,096
| – | – | 0.21% | 75 |
|
|
2024
Q4 | $720K | Buy |
7,096
+917
| +15% | +$93.1K | 0.23% | 66 |
|
|
2024
Q3 | $592K | Buy |
6,179
+1,459
| +31% | +$140K | 0.21% | 70 |
|
|
2024
Q2 | $437K | Buy |
4,720
+1,599
| +51% | +$148K | 0.17% | 77 |
|
|
2024
Q1 | $264K | Buy |
+3,121
| New | +$264K | 0.1% | 99 |
|