Wealthspire Advisors (New York)’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 | $31.5M | Sell |
285,670
-227,612
| -44% | -$25.1M | 0.18% | 63 |
|
|
2025
Q1 | $47.6M | Buy |
513,282
+332,766
| +184% | +$30.9M | 0.28% | 51 |
|
|
2024
Q4 | $18.3M | Buy |
180,516
+3,514
| +2% | +$357K | 0.18% | 66 |
|
|
2024
Q3 | $16.9M | Buy |
177,002
+20,575
| +13% | +$1.97M | 0.17% | 67 |
|
|
2024
Q2 | $14.5M | Buy |
156,427
+9,495
| +6% | +$879K | 0.19% | 59 |
|
|
2024
Q1 | $12.4M | Buy |
146,932
+7,649
| +5% | +$646K | 0.17% | 61 |
|
|
2023
Q4 | $10.5M | Buy |
139,283
+7,095
| +5% | +$533K | 0.15% | 69 |
|
|
2023
Q3 | $9.04M | Buy |
132,188
+1,193
| +0.9% | +$81.6K | 0.15% | 69 |
|
|
2023
Q2 | $9.23M | Sell |
130,995
-1,147
| -0.9% | -$80.8K | 0.15% | 68 |
|
|
2023
Q1 | $8.44M | Buy |
132,142
+11,102
| +9% | +$709K | 0.14% | 75 |
|
|
2022
Q4 | $7.08M | Sell |
121,040
-19,988
| -14% | -$1.17M | 0.13% | 82 |
|
|
2022
Q3 | $8.16M | Buy |
141,028
+11,895
| +9% | +$688K | 0.17% | 74 |
|
|
2022
Q2 | $7.79M | Buy |
129,133
+16,541
| +15% | +$998K | 0.16% | 69 |
|
|
2022
Q1 | $8.6M | Sell |
112,592
-34,619
| -24% | -$2.64M | 0.19% | 51 |
|
|
2021
Q4 | $12.3M | Sell |
147,211
-32,776
| -18% | -$2.74M | 0.27% | 41 |
|
|
2021
Q3 | $13.3M | Sell |
179,987
-6,343
| -3% | -$469K | 0.28% | 46 |
|
|
2021
Q2 | $13.6M | Buy |
186,330
+4,558
| +3% | +$332K | 0.36% | 37 |
|
|
2021
Q1 | $11.8M | Sell |
181,772
-11,010
| -6% | -$717K | 0.28% | 45 |
|
|
2020
Q4 | $12.3M | Buy |
192,782
+58,530
| +44% | +$3.74M | 0.37% | 37 |
|
|
2020
Q3 | $7.76M | Buy |
134,252
+91,956
| +217% | +$5.31M | 0.46% | 29 |
|
|
2020
Q2 | $2.19M | Sell |
42,296
-32,032
| -43% | -$1.66M | 0.15% | 60 |
|
|
2020
Q1 | $3.07M | Buy |
74,328
+48,844
| +192% | +$2.02M | 0.13% | 89 |
|
|
2019
Q4 | $1.23M | Buy |
25,484
+2,236
| +10% | +$108K | 0.09% | 53 |
|
|
2019
Q3 | $1.05M | Hold |
23,248
| – | – | 0.09% | 46 |
|
|
2019
Q2 | $1.04M | Sell |
23,248
-600
| -3% | -$26.9K | 0.09% | 29 |
|
|
2019
Q1 | $1.03M | Buy |
23,848
+1,000
| +4% | +$43.1K | 0.1% | 25 |
|
|
2018
Q4 | $861K | Buy |
+22,848
| New | +$861K | 0.08% | 30 |
|