TrueWealth Advisors’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 | $460K | Buy |
4,175
+339
| +9% | +$37.3K | 0.14% | 133 |
|
|
2025
Q1 | $356K | Sell |
3,836
-386
| -9% | -$35.8K | 0.12% | 142 |
|
|
2024
Q4 | $429K | Hold |
4,222
| – | – | 0.14% | 135 |
|
|
2024
Q3 | $404K | Sell |
4,222
-1,510
| -26% | -$145K | 0.14% | 131 |
|
|
2024
Q2 | $530K | Buy |
5,732
+1,390
| +32% | +$129K | 0.2% | 90 |
|
|
2024
Q1 | $367K | Buy |
4,342
+1,483
| +52% | +$125K | 0.14% | 115 |
|
|
2023
Q4 | $215K | Sell |
2,859
-125
| -4% | -$9.39K | 0.08% | 183 |
|
|
2023
Q3 | $204K | Buy |
+2,984
| New | +$204K | 0.09% | 188 |
|