Syntegra Private 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 | $1.82M | Sell |
16,503
-474
| -3% | -$52.2K | 0.19% | 41 |
|
|
2025
Q1 | $1.58M | Sell |
16,977
-238
| -1% | -$22.1K | 0.18% | 42 |
|
|
2024
Q4 | $1.75M | Sell |
17,215
-221
| -1% | -$22.4K | 0.2% | 36 |
|
|
2024
Q3 | $1.67M | Sell |
17,436
-1,069
| -6% | -$102K | 0.19% | 37 |
|
|
2024
Q2 | $1.71M | Buy |
18,505
+2,700
| +17% | +$250K | 0.22% | 32 |
|
|
2024
Q1 | $1.33M | Buy |
15,805
+1,807
| +13% | +$153K | 0.17% | 41 |
|
|
2023
Q4 | $1.05M | Buy |
13,998
+372
| +3% | +$27.9K | 0.15% | 40 |
|
|
2023
Q3 | $932K | Sell |
13,626
-1,779
| -12% | -$122K | 0.15% | 44 |
|
|
2023
Q2 | $1.09M | Buy |
15,405
+2,593
| +20% | +$183K | 0.17% | 42 |
|
|
2023
Q1 | $819K | Buy |
12,812
+283
| +2% | +$18.1K | 0.15% | 44 |
|
|
2022
Q4 | $733K | Buy |
+12,529
| New | +$733K | 0.15% | 43 |
|