WealthGarden F.S.’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 | $3.87M | Sell |
33,950
-3,572
| -10% | -$407K | 3.21% | 3 |
|
|
2025
Q1 | $3.48M | Sell |
37,522
-350
| -0.9% | -$32.5K | 3.35% | 3 |
|
|
2024
Q4 | $3.85M | Sell |
37,872
-48
| -0.1% | -$4.87K | 3.59% | 3 |
|
|
2024
Q3 | $3.63M | Sell |
37,920
-3,256
| -8% | -$312K | 3.53% | 3 |
|
|
2024
Q2 | $3.81M | Buy |
+41,176
| New | +$3.81M | 4.01% | 3 |
|