Wealthstream 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 | $1.31M | Hold |
11,925
| – | – | 0.22% | 41 |
|
|
2025
Q1 | $1.11M | Hold |
11,925
| – | – | 0.21% | 39 |
|
|
2024
Q4 | $1.21M | Sell |
11,925
-205
| -2% | -$20.8K | 0.22% | 37 |
|
|
2024
Q3 | $1.16M | Hold |
12,130
| – | – | 0.21% | 39 |
|
|
2024
Q2 | $1.12M | Hold |
12,130
| – | – | 0.41% | 36 |
|
|
2024
Q1 | $1.02M | Hold |
12,130
| – | – | 0.39% | 38 |
|
|
2023
Q4 | $911K | Sell |
12,130
-254
| -2% | -$19.1K | 0.38% | 40 |
|
|
2023
Q3 | $847K | Sell |
12,384
-968
| -7% | -$66.2K | 0.44% | 31 |
|
|
2023
Q2 | $941K | Buy |
+13,352
| New | +$941K | 0.49% | 24 |
|