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Unique Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Unique Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$504K Hold
4,582
– – 0.08% 113
2025
Q1 		$425K Sell
4,582
-100
-2% -$9.28K 0.08% 111
2024
Q4 		$475K Buy
4,682
+898
+24% +$91.2K 0.1% 90
2024
Q3 		$362K Buy
+3,784
New +$362K 0.08% 88