SFC
Swisher Financial Concepts’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 | $378K | Sell |
3,431
-848
| -20% | -$93.4K | 0.24% | 58 |
|
|
2025
Q1 | $397K | Buy |
4,279
+1,029
| +32% | +$95.5K | 0.33% | 49 |
|
|
2024
Q4 | $330K | Sell |
3,250
-1,298
| -29% | -$132K | 0.39% | 42 |
|
|
2024
Q3 | $429K | Sell |
4,548
-28
| -0.6% | -$2.64K | 0.27% | 58 |
|
|
2024
Q2 | $430K | Buy |
4,576
+1
| +0% | +$94 | 0.44% | 44 |
|
|
2024
Q1 | $384K | Sell |
4,575
-28
| -0.6% | -$2.35K | 0.33% | 48 |
|
|
2023
Q4 | $347K | Buy |
+4,603
| New | +$347K | 0.33% | 52 |
|