West Wealth 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 | $47.9M | Sell |
419,087
-123,805
| -23% | -$14.2M | 11.92% | 1 |
|
|
2025
Q1 | $50.8M | Buy |
542,892
+8,204
| +2% | +$767K | 15% | 1 |
|
|
2024
Q4 | $54.3M | Buy |
534,688
+22,711
| +4% | +$2.31M | 16.2% | 1 |
|
|
2024
Q3 | $49M | Buy |
511,977
+25,849
| +5% | +$2.48M | 15.89% | 1 |
|
|
2024
Q2 | $45M | Buy |
486,128
+56,712
| +13% | +$5.25M | 15.91% | 1 |
|
|
2024
Q1 | $36.3M | Buy |
429,416
+356,397
| +488% | +$30.1M | 13.43% | 2 |
|
|
2023
Q4 | $5.48M | Buy |
73,019
+3,078
| +4% | +$231K | 2.16% | 12 |
|
|
2023
Q3 | $4.79M | Buy |
+69,941
| New | +$4.79M | 2.09% | 12 |
|