SFWA
Summit Financial 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 | $702K | Hold |
7,564
| – | – | 0.14% | 77 |
|
|
2024
Q4 | $782K | Hold |
7,564
| – | – | 0.15% | 71 |
|
|
2024
Q3 | $724K | Sell |
7,564
-41
| -0.5% | -$3.93K | 0.14% | 75 |
|
|
2024
Q2 | $704K | Hold |
7,605
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $642K | Sell |
7,605
-113
| -1% | -$9.54K | 0.13% | 72 |
|
|
2023
Q4 | $580K | Hold |
7,718
| – | – | 0.13% | 73 |
|
|
2023
Q3 | $540K | Hold |
7,718
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $544K | Hold |
7,718
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $493K | Sell |
7,718
-7,888
| -51% | -$504K | 0.12% | 80 |
|
|
2022
Q4 | $913K | Buy |
15,606
+7,454
| +91% | +$436K | 0.22% | 57 |
|
|
2022
Q3 | $485K | Hold |
8,152
| – | – | 0.14% | 74 |
|
|
2022
Q2 | $525K | Buy |
+8,152
| New | +$525K | 0.13% | 77 |
|
|
2022
Q1 | – | Sell |
-8,152
| Closed | -$681K | – | 142 |
|
|
2021
Q4 | $681K | Buy |
+8,152
| New | +$681K | 0.13% | 70 |
|
|
2021
Q2 | – | Sell |
-8,152
| Closed | -$520K | – | 130 |
|
|
2021
Q1 | $520K | Buy |
+8,152
| New | +$520K | 0.13% | 69 |
|
|
2020
Q4 | – | Sell |
-8,152
| Closed | -$460K | – | 107 |
|
|
2020
Q3 | $460K | Buy |
8,152
+6,114
| +300% | +$345K | 0.12% | 74 |
|
|
2020
Q2 | $439K | Buy |
+2,038
| New | +$439K | 0.12% | 80 |
|
|
2017
Q3 | – | Sell |
-1,972
| Closed | -$270K | – | 146 |
|
|
2017
Q2 | $270K | Hold |
1,972
| – | – | 0.11% | 123 |
|
|
2017
Q1 | $259K | Hold |
1,972
| – | – | 0.11% | 120 |
|
|
2016
Q4 | $240K | Hold |
1,972
| – | – | 0.11% | 123 |
|
|
2016
Q3 | $240K | Hold |
1,972
| – | – | 0.1% | 127 |
|
|
2016
Q2 | $230K | Hold |
1,972
| – | – | 0.1% | 126 |
|
|
2016
Q1 | $229K | Hold |
1,972
| – | – | 0.1% | 119 |
|
|
2015
Q4 | $228K | Buy |
+1,972
| New | +$228K | 0.1% | 111 |
|