Wealthstar Advisors’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 | $500K | Buy |
4,541
+2,376
| +110% | +$262K | 0.19% | 97 |
|
|
2025
Q1 | $201K | Buy |
2,165
+41
| +2% | +$3.81K | 0.09% | 131 |
|
|
2024
Q4 | $216K | Buy |
+2,124
| New | +$216K | 0.09% | 123 |
|
|
2022
Q1 | – | Sell |
-2,460
| Closed | -$205K | – | 97 |
|
|
2021
Q4 | $205K | Sell |
2,460
-59,681
| -96% | -$4.97M | 0.07% | 81 |
|
|
2021
Q3 | $4.6M | Buy |
+62,141
| New | +$4.6M | 1.39% | 12 |
|