Tradewinds 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 | $2.24M | Buy |
20,338
+16,541
| +436% | +$1.82M | 1.7% | 17 |
|
|
2025
Q1 | $352K | Sell |
3,797
-80
| -2% | -$7.43K | 0.1% | 140 |
|
|
2024
Q4 | $408K | Buy |
+3,877
| New | +$408K | 0.11% | 135 |
|
|
2024
Q3 | – | Sell |
-4,014
| Closed | -$371K | – | 185 |
|
|
2024
Q2 | $371K | Buy |
+4,014
| New | +$371K | 0.11% | 138 |
|
|
2023
Q3 | $302K | Sell |
4,411
-76
| -2% | -$5.2K | 0.18% | 88 |
|
|
2023
Q2 | $316K | Sell |
4,487
-8
| -0.2% | -$564 | 0.19% | 79 |
|
|
2023
Q1 | $287K | Buy |
+4,495
| New | +$287K | 0.17% | 96 |
|
|
2022
Q4 | – | Sell |
-4,895
| Closed | -$283K | – | 166 |
|
|
2022
Q3 | $283K | Hold |
4,895
| – | – | 0.21% | 89 |
|
|
2022
Q2 | $295K | Buy |
+4,895
| New | +$295K | 0.2% | 89 |
|