Wick Capital Partners’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 | $708K | Buy |
17,680
+11,253
| +175% | +$450K | 0.18% | 56 |
|
|
2025
Q1 | $597K | Hold |
6,427
| – | – | 0.18% | 60 |
|
|
2024
Q4 | $653K | Buy |
6,427
+1,757
| +38% | +$178K | 0.19% | 51 |
|
|
2024
Q3 | $447K | Hold |
4,670
| – | – | 0.14% | 54 |
|
|
2024
Q2 | $432K | Buy |
+4,670
| New | +$432K | 0.15% | 52 |
|
|
2024
Q1 | – | Sell |
-5,207
| Closed | -$391K | – | 51 |
|
|
2023
Q4 | $391K | Buy |
5,207
+25
| +0.5% | +$1.88K | 0.16% | 47 |
|
|
2023
Q3 | $355K | Buy |
5,182
+1,877
| +57% | +$128K | 0.2% | 48 |
|
|
2023
Q2 | $233K | Hold |
3,305
| – | – | 0.14% | 45 |
|
|
2023
Q1 | $211K | Buy |
+3,305
| New | +$211K | 0.12% | 62 |
|
|
2022
Q2 | – | Sell |
-3,359
| Closed | -$257K | – | 57 |
|
|
2022
Q1 | $257K | Buy |
3,359
+759
| +29% | +$58.1K | 0.17% | 43 |
|
|
2021
Q4 | $218K | Buy |
+2,600
| New | +$218K | 0.17% | 57 |
|