WealthBridge Capital Management’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 | $554K | Hold |
5,034
| – | – | 0.14% | 107 |
|
|
2025
Q1 | $467K | Hold |
5,034
| – | – | 0.13% | 113 |
|
|
2024
Q4 | $511K | Hold |
5,034
| – | – | 0.14% | 110 |
|
|
2024
Q3 | $482K | Sell |
5,034
-450
| -8% | -$43.1K | 0.14% | 109 |
|
|
2024
Q2 | $507K | Hold |
5,484
| – | – | 0.17% | 98 |
|
|
2024
Q1 | $463K | Hold |
5,484
| – | – | 0.16% | 103 |
|
|
2023
Q4 | $412K | Hold |
5,484
| – | – | 0.15% | 104 |
|
|
2023
Q3 | $375K | Buy |
5,484
+580
| +12% | +$39.7K | 0.15% | 104 |
|
|
2023
Q2 | $346K | Hold |
4,904
| – | – | 0.14% | 119 |
|
|
2023
Q1 | $313K | Hold |
4,904
| – | – | 0.12% | 137 |
|
|
2022
Q4 | $287K | Sell |
4,904
-105
| -2% | -$6.14K | 0.12% | 152 |
|
|
2022
Q3 | $302K | Hold |
5,009
| – | – | 0.13% | 145 |
|
|
2022
Q2 | $302K | Sell |
5,009
-537
| -10% | -$32.4K | 0.13% | 145 |
|
|
2022
Q1 | $424K | Sell |
5,546
-56
| -1% | -$4.28K | 0.16% | 113 |
|
|
2021
Q4 | $469K | Buy |
5,602
+273
| +5% | +$22.9K | 0.18% | 103 |
|
|
2021
Q3 | $394K | Buy |
5,329
+321
| +6% | +$23.7K | 0.15% | 110 |
|
|
2021
Q2 | $364K | Hold |
5,008
| – | – | 0.13% | 111 |
|
|
2021
Q1 | $326K | Sell |
5,008
-516
| -9% | -$33.6K | 0.13% | 112 |
|
|
2020
Q4 | $353K | Hold |
5,524
| – | – | 0.15% | 102 |
|
|
2020
Q3 | $319K | Sell |
5,524
-60
| -1% | -$3.47K | 0.16% | 99 |
|
|
2020
Q2 | $290K | Buy |
5,584
+60
| +1% | +$3.12K | 0.16% | 97 |
|
|
2020
Q1 | $228K | Hold |
5,524
| – | – | 0.16% | 100 |
|
|
2019
Q4 | $267K | Buy |
+5,524
| New | +$267K | 0.17% | 100 |
|
|
2019
Q2 | – | Sell |
-3,056
| Closed | -$134K | – | 488 |
|
|
2019
Q1 | $134K | Sell |
3,056
-260
| -8% | -$11.4K | 0.09% | 149 |
|
|
2018
Q4 | $125K | Buy |
+3,316
| New | +$125K | 0.1% | 144 |
|