U.S. Capital Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $608K | Buy |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $398K | Buy |
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