Summit Wealth Group’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 | $245K | Hold |
2,223
| – | – | 0.06% | 102 |
|
|
2025
Q1 | $206K | Hold |
2,223
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $226K | Hold |
2,223
| – | – | 0.07% | 94 |
|
|
2024
Q3 | $213K | Hold |
2,223
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $206K | Buy |
+2,223
| New | +$206K | 0.06% | 93 |
|
|
2023
Q2 | – | Sell |
-142,027
| Closed | -$2K | – | 174 |
|
|
2023
Q1 | $2K | Buy |
+142,027
| New | +$2K | 0.05% | 91 |
|