TSA Wealth Management’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 | $10.6M | Sell |
96,647
-52,696
| -35% | -$5.8M | 3.89% | 8 |
|
|
2025
Q1 | $13.9M | Buy |
149,343
+3,930
| +3% | +$365K | 5.51% | 4 |
|
|
2024
Q4 | $14.8M | Sell |
145,413
-4,077
| -3% | -$414K | 6.01% | 3 |
|
|
2024
Q3 | $14.3M | Sell |
149,490
-12,222
| -8% | -$1.17M | 5.76% | 5 |
|
|
2024
Q2 | $15M | Buy |
161,712
+64,354
| +66% | +$5.96M | 6.37% | 4 |
|
|
2024
Q1 | $8.22M | Buy |
97,358
+44,622
| +85% | +$3.77M | 3.58% | 10 |
|
|
2023
Q4 | $3.96M | Buy |
+52,736
| New | +$3.96M | 1.85% | 15 |
|