Watershed Private Wealth’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 | $963K | Sell |
8,742
-37
| -0.4% | -$4.07K | 0.35% | 47 |
|
|
2025
Q1 | $815K | Buy |
8,779
+1,103
| +14% | +$102K | 0.33% | 51 |
|
|
2024
Q4 | $779K | Sell |
7,676
-1,458
| -16% | -$148K | 0.3% | 54 |
|
|
2024
Q3 | $875K | Sell |
9,134
-2,475
| -21% | -$237K | 0.35% | 53 |
|
|
2024
Q2 | $1.07M | Sell |
11,609
-482
| -4% | -$44.6K | 0.46% | 46 |
|
|
2024
Q1 | $1.02M | Sell |
12,091
-40,683
| -77% | -$3.44M | 0.45% | 49 |
|
|
2023
Q4 | $3.96M | Buy |
52,774
+1,820
| +4% | +$137K | 2.19% | 11 |
|
|
2023
Q3 | $3.49M | Sell |
50,954
-486
| -0.9% | -$33.3K | 2.15% | 13 |
|
|
2023
Q2 | $3.63M | Sell |
51,440
-2,480
| -5% | -$175K | 2.19% | 13 |
|
|
2023
Q1 | $3.44M | Buy |
53,920
+2,644
| +5% | +$169K | 2.33% | 13 |
|
|
2022
Q4 | $3M | Buy |
+51,276
| New | +$3M | 2.28% | 13 |
|