Waypoint Wealth Counsel’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 | $3.02M | Buy |
27,414
+103
| +0.4% | +$11.3K | 1.5% | 15 |
|
|
2025
Q1 | $2.54M | Buy |
27,311
+29
| +0.1% | +$2.69K | 1.59% | 15 |
|
|
2024
Q4 | $2.77M | Buy |
27,282
+99
| +0.4% | +$10.1K | 1.81% | 14 |
|
|
2024
Q3 | $2.6M | Buy |
27,183
+83
| +0.3% | +$7.95K | 1.75% | 13 |
|
|
2024
Q2 | $2.51M | Buy |
27,100
+22
| +0.1% | +$2.04K | 1.92% | 13 |
|
|
2024
Q1 | $2.29M | Buy |
27,078
+284
| +1% | +$24K | 1.76% | 13 |
|
|
2023
Q4 | $2.01M | Buy |
26,794
+180
| +0.7% | +$13.5K | 1.71% | 13 |
|
|
2023
Q3 | $1.82M | Sell |
26,614
-1,779
| -6% | -$122K | 1.72% | 15 |
|
|
2023
Q2 | $2M | Buy |
28,393
+85
| +0.3% | +$5.99K | 1.79% | 15 |
|
|
2023
Q1 | $1.81M | Sell |
28,308
-4,705
| -14% | -$301K | 1.4% | 17 |
|
|
2022
Q4 | $1.93M | Buy |
+33,013
| New | +$1.93M | 1.56% | 17 |
|