Wealthcare Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $251K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $477K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $476K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $434K | Sell |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $404K | Hold |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $340K | Sell |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $370K | Buy |
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|
2018
Q1 | $350K | Sell |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $341K | Hold |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $313K | Sell |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $377K | Hold |
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|
2016
Q2 | $361K | Sell |
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|
2016
Q1 | $392K | Sell |
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|
2015
Q4 | $487K | Sell |
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|
2015
Q3 | $550K | Sell |
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|
2015
Q2 | $694K | Sell |
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|
2015
Q1 | $1.14M | Buy |
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|
2014
Q4 | $410K | Hold |
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|
2014
Q3 | $393K | Hold |
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|
2014
Q2 | $387K | Sell |
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|
2014
Q1 | $374K | Buy |
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|
2013
Q4 | $348K | Hold |
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|
2013
Q3 | $315K | Sell |
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|
2013
Q2 | $297K | Buy |
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