WWA
WCG Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
118,929
+4,787
| +4% | +$527K | 0.85% | 32 |
|
|
2025
Q1 | $10.6M | Sell |
114,142
-5,235
| -4% | -$486K | 0.81% | 33 |
|
|
2024
Q4 | $12.1M | Buy |
119,377
+746
| +0.6% | +$75.7K | 0.8% | 34 |
|
|
2024
Q3 | $11.4M | Buy |
118,631
+3,066
| +3% | +$294K | 0.77% | 38 |
|
|
2024
Q2 | $10.7M | Buy |
115,565
+84,527
| +272% | +$7.82M | 0.79% | 38 |
|
|
2024
Q1 | $2.62M | Buy |
+31,038
| New | +$2.62M | 0.22% | 99 |
|