SWP Financial’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 | $4.04M | Hold |
36,653
| – | – | 2.22% | 12 |
|
|
2025
Q1 | $3.4M | Sell |
36,653
-125
| -0.3% | -$11.6K | 2.08% | 13 |
|
|
2024
Q4 | $3.73M | Sell |
36,778
-472
| -1% | -$47.9K | 2.25% | 11 |
|
|
2024
Q3 | $3.57M | Buy |
37,250
+284
| +0.8% | +$27.2K | 2.18% | 15 |
|
|
2024
Q2 | $3.42M | Buy |
36,966
+377
| +1% | +$34.9K | 2.26% | 14 |
|
|
2024
Q1 | $3.09M | Buy |
36,589
+223
| +0.6% | +$18.8K | 2.16% | 16 |
|
|
2023
Q4 | $2.73M | Buy |
+36,366
| New | +$2.73M | 2.12% | 15 |
|