Wedmont Private Capital’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $832K | Hold |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $989K | Buy |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $720K | Sell |
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|
2023
Q2 | $873K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
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