True Wealth Design’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 | $55.2K | Hold |
501
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $46.5K | Hold |
501
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $50.9K | Sell |
501
-126
| -20% | -$12.8K | 0.02% | 158 |
|
|
2024
Q3 | $60K | Hold |
627
| – | – | 0.02% | 113 |
|
|
2024
Q2 | $58K | Hold |
627
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $52.9K | Hold |
627
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $47.1K | Sell |
627
-173
| -22% | -$13K | 0.01% | 156 |
|
|
2023
Q3 | $54.7K | Hold |
800
| – | – | 0.02% | 146 |
|
|
2023
Q2 | $56.4K | Hold |
800
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $51.1K | Hold |
800
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $46.8K | Buy |
+800
| New | +$46.8K | 0.02% | 150 |
|