Wealthspan Partners’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 | $4.69M | Sell |
42,588
-1,034
| -2% | -$114K | 1.94% | 13 |
|
|
2025
Q1 | $4.05M | Sell |
43,622
-586
| -1% | -$54.4K | 1.87% | 14 |
|
|
2024
Q4 | $4.49M | Sell |
44,208
-538
| -1% | -$54.6K | 2.14% | 12 |
|
|
2024
Q3 | $4.28M | Sell |
44,746
-176
| -0.4% | -$16.9K | 2.11% | 11 |
|
|
2024
Q2 | $4.16M | Sell |
44,922
-478
| -1% | -$44.2K | 2.29% | 11 |
|
|
2024
Q1 | $3.83M | Sell |
45,400
-3,557
| -7% | -$300K | 2.26% | 11 |
|
|
2023
Q4 | $3.68M | Sell |
48,957
-7,225
| -13% | -$543K | 2.57% | 12 |
|
|
2023
Q3 | $3.84M | Sell |
56,182
-5,929
| -10% | -$406K | 3.04% | 7 |
|
|
2023
Q2 | $4.38M | Sell |
62,111
-6,819
| -10% | -$481K | 3.45% | 6 |
|
|
2023
Q1 | $4.4M | Sell |
68,930
-6,197
| -8% | -$396K | 3.76% | 5 |
|
|
2022
Q4 | $4.39M | Sell |
75,127
-2,322
| -3% | -$136K | 4% | 5 |
|
|
2022
Q3 | $4.48M | Buy |
77,449
+1,734
| +2% | +$100K | 4.64% | 5 |
|
|
2022
Q2 | $4.57M | Buy |
75,715
+68
| +0.1% | +$4.1K | 4.72% | 6 |
|
|
2022
Q1 | $5.78M | Sell |
75,647
-3,241
| -4% | -$248K | 5.24% | 5 |
|
|
2021
Q4 | $6.6M | Buy |
+78,888
| New | +$6.6M | 5.83% | 5 |
|