SWMG LLC’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 | $16.3M | Buy |
142,314
+15,510
| +12% | +$1.77M | 5.47% | 3 |
|
|
2025
Q1 | $11.9M | Sell |
126,804
-224
| -0.2% | -$21.1K | 4.73% | 4 |
|
|
2024
Q4 | $13.5M | Buy |
127,028
+9,471
| +8% | +$1.01M | 5.38% | 2 |
|
|
2024
Q3 | $11.9M | Sell |
117,557
-4,447
| -4% | -$449K | 4.9% | 2 |
|
|
2024
Q2 | $11.3M | Buy |
122,004
+45,894
| +60% | +$4.25M | 5.03% | 3 |
|
|
2024
Q1 | $6.43M | Buy |
76,110
+44,909
| +144% | +$3.79M | 2.89% | 7 |
|
|
2023
Q4 | $2.34M | Buy |
31,201
+341
| +1% | +$25.6K | 1.12% | 15 |
|
|
2023
Q3 | $2.11M | Buy |
+30,860
| New | +$2.11M | 1.11% | 16 |
|