SWMG LLC’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.2M Buy
2025
Q2
$16.3M Buy
2025
Q1
$11.9M Sell
2024
Q4
$13.5M Buy
2024
Q3
$11.9M Sell
2024
Q2
$11.3M Buy
2024
Q1
$6.43M Buy
2023
Q4
$2.34M Buy
2023
Q3
$2.11M Buy