WPA
West Paces Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
8,990
+450
| +5% | +$49.5K | 0.21% | 58 |
|
|
2025
Q1 | $793K | Buy |
8,540
+1,410
| +20% | +$131K | 0.18% | 66 |
|
|
2024
Q4 | $724K | Buy |
7,130
+775
| +12% | +$78.7K | 0.18% | 65 |
|
|
2024
Q3 | $608K | Buy |
6,355
+1,000
| +19% | +$95.8K | 0.15% | 70 |
|
|
2024
Q2 | $496K | Buy |
5,355
+628
| +13% | +$58.1K | 0.13% | 73 |
|
|
2024
Q1 | $399K | Buy |
4,727
+4,676
| +9,169% | +$395K | 0.11% | 93 |
|
|
2023
Q4 | $3.83K | Hold |
51
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $3.47K | Hold |
51
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $3.57K | Hold |
51
| – | – | ﹤0.01% | 432 |
|
|
2023
Q1 | $3.23K | Buy |
51
+1
| +2% | +$63 | ﹤0.01% | 445 |
|
|
2022
Q4 | $2.95K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $2.9K | Sell |
50
-548
| -92% | -$31.8K | ﹤0.01% | 419 |
|
|
2022
Q2 | $36.1K | Buy |
598
+548
| +1,096% | +$33.1K | 0.01% | 243 |
|
|
2022
Q1 | $3.83K | Hold |
50
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $4.18K | Buy |
+50
| New | +$4.18K | ﹤0.01% | 447 |
|