W Advisors LLC’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 | $13.2M | Sell |
119,545
-4,931
| -4% | -$543K | 7.55% | 1 |
|
|
2025
Q1 | $11.6M | Buy |
124,476
+233
| +0.2% | +$21.6K | 7.23% | 1 |
|
|
2024
Q4 | $12.6M | Sell |
124,243
-5,090
| -4% | -$517K | 7.8% | 1 |
|
|
2024
Q3 | $12.4M | Buy |
129,333
+3,012
| +2% | +$288K | 7.63% | 1 |
|
|
2024
Q2 | $11.7M | Buy |
126,321
+9,718
| +8% | +$899K | 7.67% | 1 |
|
|
2024
Q1 | $9.85M | Buy |
116,603
+3,253
| +3% | +$275K | 6.75% | 2 |
|
|
2023
Q4 | $8.51M | Buy |
113,350
+11,023
| +11% | +$828K | 6.31% | 2 |
|
|
2023
Q3 | $7M | Buy |
102,327
+5,596
| +6% | +$383K | 5.75% | 2 |
|
|
2023
Q2 | $6.82M | Sell |
96,731
-6,229
| -6% | -$439K | 5.34% | 3 |
|
|
2023
Q1 | $6.58M | Sell |
102,960
-10,259
| -9% | -$655K | 5.43% | 2 |
|
|
2022
Q4 | $6.62M | Sell |
113,219
-187
| -0.2% | -$10.9K | 5.52% | 2 |
|
|
2022
Q3 | $6.56M | Sell |
113,406
-844
| -0.7% | -$48.8K | 6.1% | 2 |
|
|
2022
Q2 | $6.89M | Sell |
114,250
-71
| -0.1% | -$4.28K | 5.96% | 3 |
|
|
2022
Q1 | $8.73M | Buy |
114,321
+1,491
| +1% | +$114K | 6.6% | 1 |
|
|
2021
Q4 | $9.44M | Buy |
+112,830
| New | +$9.44M | 7.04% | 1 |
|