Western Financial Corp’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 | $325K | Sell |
2,951
-393
| -12% | -$43.3K | 0.17% | 105 |
|
|
2025
Q1 | $310K | Sell |
3,344
-233
| -7% | -$21.6K | 0.18% | 105 |
|
|
2024
Q4 | $363K | Sell |
3,577
-2,293
| -39% | -$233K | 0.2% | 105 |
|
|
2024
Q3 | $562K | Sell |
5,870
-458
| -7% | -$43.9K | 0.32% | 81 |
|
|
2024
Q2 | $586K | Buy |
6,328
+2,098
| +50% | +$194K | 0.35% | 78 |
|
|
2024
Q1 | $357K | Buy |
+4,230
| New | +$357K | 0.22% | 92 |
|