WealthShield Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

WealthShield Partners’s Portfolio IVW Stock Details IVW Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.1M	Sell	146,208 -14,001	-9%	-$1.54M	1.95%	5
2025 Q1	$14.9M	Buy	160,209 +6,065	+4%	+$563K	1.91%	4
2024 Q4	$15.7M	Sell	154,144 -1,409	-0.9%	-$143K	2.22%	4
2024 Q3	$14.9M	Sell	155,553 -5,777	-4%	-$553K	2.02%	5
2024 Q2	$14.9M	Buy	161,330 +55,692	+53%	+$5.15M	2.28%	4
2024 Q1	$8.92M	Buy	105,638 +38,732	+58%	+$3.27M	1.44%	12
2023 Q4	$5.02M	Sell	66,906 -11,559	-15%	-$868K	0.83%	31
2023 Q3	$5.39M	Buy	78,465 +18,410	+31%	+$1.26M	0.81%	29
2023 Q2	$4.23M	Buy	60,055 +12,359	+26%	+$871K	0.64%	37
2023 Q1	$3.05M	Buy	47,696 +5,490	+13%	+$351K	0.49%	51
2022 Q4	$2.47M	Sell	42,206 -6,387	-13%	-$374K	0.47%	55
2022 Q3	$2.81M	Buy	48,593 +7,721	+19%	+$447K	0.56%	45
2022 Q2	$2.47M	Buy	40,872 +3,981	+11%	+$240K	0.49%	51
2022 Q1	$2.82M	Sell	36,891 -31,639	-46%	-$2.42M	0.45%	54
2021 Q4	$5.73M	Buy	68,530 +52,348	+323%	+$4.38M	0.95%	29
2021 Q3	$1.2M	Sell	16,182 -3,611	-18%	-$267K	0.32%	69
2021 Q2	$1.22M	Buy	19,793 +2,940	+17%	+$181K	0.19%	89
2021 Q1	$1.1M	Buy	16,853 +2,376	+16%	+$155K	0.2%	92
2020 Q4	$924K	Buy	14,477 +11,384	+368%	+$727K	0.17%	109
2020 Q3	$715K	Sell	3,093 -558	-15%	-$129K	0.25%	92
2020 Q2	$758K	Sell	3,651 -1,818	-33%	-$377K	0.35%	64
2020 Q1	$903K	Buy	5,469 +1,016	+23%	+$168K	0.55%	42
2019 Q4	$862K	Buy	4,453 +851	+24%	+$165K	0.42%	53
2019 Q3	$648K	Buy	3,602 +236	+7%	+$42.5K	0.34%	62
2019 Q2	$603K	Buy	3,366 +110	+3%	+$19.7K	0.35%	60
2019 Q1	$561K	Sell	3,256 -1,260	-28%	-$217K	0.31%	68
2018 Q4	$680K	Buy	4,516 +548	+14%	+$82.5K	0.46%	46
2018 Q3	$705K	Buy	3,968 +1,172	+42%	+$208K	0.4%	48
2018 Q2	$456K	Buy	2,796 +635	+29%	+$104K	0.28%	64
2018 Q1	$335K	Buy	2,161 +1,215	+128%	+$188K	0.21%	78
2017 Q4	$146K	Buy	+946	New	+$146K	0.09%	130