Vermillion & White Wealth Management Group’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 | $70.7K | Hold |
642
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $59.6K | Sell |
642
-1,775
| -73% | -$165K | 0.04% | 117 |
|
|
2024
Q4 | $245K | Buy |
2,417
+48
| +2% | +$4.87K | 0.18% | 58 |
|
|
2024
Q3 | $227K | Buy |
2,369
+106
| +5% | +$10.2K | 0.17% | 59 |
|
|
2024
Q2 | $209K | Buy |
2,263
+261
| +13% | +$24.2K | 0.16% | 61 |
|
|
2024
Q1 | $169K | Buy |
2,002
+909
| +83% | +$76.8K | 0.14% | 66 |
|
|
2023
Q4 | $82.1K | Buy |
+1,093
| New | +$82.1K | 0.08% | 68 |
|