SWA
Strategies 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
Q2 | $2.47M | Sell |
22,404
-1,944
| -8% | -$214K | 0.27% | 36 |
|
|
2025
Q1 | $2.26M | Sell |
24,348
-369
| -1% | -$34.3K | 0.28% | 35 |
|
|
2024
Q4 | $2.61M | Sell |
24,717
-3,407
| -12% | -$360K | 0.33% | 29 |
|
|
2024
Q3 | $2.69M | Sell |
28,124
-1,390
| -5% | -$133K | 0.36% | 29 |
|
|
2024
Q2 | $2.73M | Buy |
29,514
+763
| +3% | +$70.6K | 0.4% | 28 |
|
|
2024
Q1 | $2.43M | Sell |
28,751
-2,567
| -8% | -$217K | 0.37% | 29 |
|
|
2023
Q4 | $2.35M | Buy |
31,318
+41
| +0.1% | +$3.08K | 0.4% | 29 |
|
|
2023
Q3 | $2.14M | Sell |
31,277
-1,243
| -4% | -$85K | 0.42% | 31 |
|
|
2023
Q2 | $2.29M | Sell |
32,520
-297
| -0.9% | -$20.9K | 0.47% | 29 |
|
|
2023
Q1 | $2.1M | Buy |
32,817
+5,436
| +20% | +$347K | 0.46% | 29 |
|
|
2022
Q4 | $1.6M | Buy |
+27,381
| New | +$1.6M | 0.39% | 30 |
|
|
2022
Q2 | $1.36M | Sell |
22,530
-445
| -2% | -$26.9K | 0.39% | 34 |
|
|
2022
Q1 | $1.75M | Sell |
22,975
-2,085
| -8% | -$159K | 0.47% | 32 |
|
|
2021
Q4 | $2.1M | Buy |
+25,060
| New | +$2.1M | 0.59% | 31 |
|