Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.6M | Buy |
235,361
+18,491
| +9% | +$2.22M | 1.01% | 16 |
|
|
2025
Q4 | $26.7M | Sell |
216,870
-2,779
| -1% | -$340K | 1.23% | 14 |
|
|
2025
Q3 | $26.5M | Sell |
219,649
-2,059
| -0.9% | -$237K | 1.4% | 12 |
|
|
2025
Q2 | $24.4M | Sell |
221,708
-2,914
| -1% | -$288K | 1.45% | 12 |
|
|
2025
Q1 | $20.9M | Buy |
224,622
+1,690
| +0.8% | +$170K | 1.38% | 13 |
|
|
2024
Q4 | $22.6M | Sell |
222,932
-21,615
| -9% | -$2.16M | 1.48% | 12 |
|
|
2024
Q3 | $23.4M | Buy |
244,547
+17,894
| +8% | +$1.65M | 1.34% | 11 |
|
|
2024
Q2 | $21M | Sell |
226,653
-3,110
| -1% | -$268K | 1.56% | 13 |
|
|
2024
Q1 | $19.4M | Sell |
229,763
-5,395
| -2% | -$433K | 1.51% | 14 |
|
|
2023
Q4 | $17.7M | Buy |
235,158
+5,675
| +2% | +$404K | 1.27% | 12 |
|
|
2023
Q3 | $15.7M | Buy |
229,483
+6,320
| +3% | +$447K | 1.33% | 13 |
|
|
2023
Q2 | $15.7M | Buy |
223,163
+4,562
| +2% | +$302K | 1.34% | 12 |
|
|
2023
Q1 | $14M | Sell |
218,601
-6,407
| -3% | -$392K | 1.3% | 11 |
|
|
2022
Q4 | $13.2M | Sell |
225,008
-227,613
| -50% | -$13.7M | 1.35% | 10 |
|
|
2022
Q3 | $26.2M | Sell |
452,621
-4,705
| -1% | -$306K | 1.5% | 10 |
|
|
2022
Q2 | $27.6M | Sell |
457,326
-26,652
| -6% | -$1.76M | 1.58% | 8 |
|
|
2022
Q1 | $37M | Buy |
483,978
+217,299
| +81% | +$16.3M | 1.79% | 6 |
|
|
2021
Q4 | $22.3M | Buy |
+266,679
| New | +$21.5M | 2.2% | 4 |
|
|
2021
Q2 | $20.6M | Sell |
283,767
-2,753
| -1% | -$191K | 2.12% | 5 |
|
|
2021
Q1 | $18.7M | Sell |
286,520
-9,670
| -3% | -$625K | 2.51% | 5 |
|
|
2020
Q4 | $18.9M | Sell |
296,190
-6,698
| -2% | -$406K | 2.77% | 4 |
|
|
2020
Q3 | $17.5M | Buy |
302,888
+944
| +0.3% | +$53.4K | 2.86% | 4 |
|
|
2020
Q2 | $15.7M | Buy |
301,944
+15,412
| +5% | +$739K | 2.84% | 4 |
|
|
2020
Q1 | $11.8M | Buy |
286,532
+64
| +0% | +$3.03K | 2.71% | 5 |
|
|
2019
Q4 | $13.9M | Buy |
286,468
+680
| +0.2% | +$31.5K | 2.1% | 5 |
|
|
2019
Q3 | $12.9M | Buy |
285,788
+280
| +0.1% | +$12.7K | 2.68% | 4 |
|
|
2019
Q2 | $12.8M | Buy |
285,508
+1,640
| +0.6% | +$72.1K | 1.68% | 18 |
|
|
2019
Q1 | $12.2M | Sell |
283,868
-1,192
| -0.4% | -$48.8K | 2.72% | 5 |
|
|
2018
Q4 | $10.7M | Buy |
+285,060
| New | +$11.5M | 2.89% | 3 |
|
Other funds holding IVW
