Wescott Financial Advisory Group’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 | $9.28M | Buy |
84,287
+2,500
| +3% | +$275K | 0.89% | 22 |
|
|
2025
Q1 | $7.59M | Buy |
81,787
+3,252
| +4% | +$302K | 0.79% | 27 |
|
|
2024
Q4 | $7.97M | Buy |
78,535
+6,364
| +9% | +$646K | 0.83% | 24 |
|
|
2024
Q3 | $6.91M | Buy |
72,171
+2,619
| +4% | +$251K | 0.74% | 26 |
|
|
2024
Q2 | $6.44M | Buy |
69,552
+11,691
| +20% | +$1.08M | 0.75% | 26 |
|
|
2024
Q1 | $4.89M | Buy |
57,861
+3,719
| +7% | +$314K | 0.61% | 31 |
|
|
2023
Q4 | $4.07M | Buy |
54,142
+5,220
| +11% | +$392K | 0.57% | 36 |
|
|
2023
Q3 | $3.35M | Buy |
48,922
+2,908
| +6% | +$199K | 0.61% | 36 |
|
|
2023
Q2 | $3.24M | Buy |
46,014
+688
| +2% | +$48.5K | 0.57% | 39 |
|
|
2023
Q1 | $2.9M | Buy |
45,326
+5,454
| +14% | +$348K | 0.63% | 35 |
|
|
2022
Q4 | $2.33M | Buy |
39,872
+3,273
| +9% | +$191K | 0.5% | 40 |
|
|
2022
Q3 | $2.12M | Buy |
36,599
+4,636
| +15% | +$268K | 0.59% | 32 |
|
|
2022
Q2 | $1.93M | Buy |
31,963
+2,301
| +8% | +$139K | 0.52% | 34 |
|
|
2022
Q1 | $2.27M | Buy |
29,662
+3,571
| +14% | +$273K | 0.58% | 32 |
|
|
2021
Q4 | $2.18M | Buy |
26,091
+2,312
| +10% | +$193K | 1.12% | 11 |
|
|
2021
Q3 | $1.76M | Buy |
23,779
+11
| +0% | +$813 | 0.99% | 15 |
|
|
2021
Q2 | $1.8M | Buy |
23,768
+1,233
| +5% | +$93.4K | 1.06% | 16 |
|
|
2021
Q1 | $1.47M | Buy |
22,535
+1,766
| +9% | +$115K | 0.95% | 15 |
|
|
2020
Q4 | $1.33M | Buy |
+20,769
| New | +$1.33M | 0.93% | 15 |
|