Windsor Advisory 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 | $266K | Hold |
2,420
| – | – | 0.38% | 33 |
|
|
2025
Q1 | $225K | Hold |
2,420
| – | – | 0.29% | 37 |
|
|
2024
Q4 | $246K | Hold |
2,420
| – | – | 0.29% | 46 |
|
|
2024
Q3 | $232K | Hold |
2,420
| – | – | 0.26% | 57 |
|
|
2024
Q2 | $224K | Hold |
2,420
| – | – | 0.45% | 34 |
|
|
2024
Q1 | $204K | Hold |
2,420
| – | – | 0.58% | 34 |
|
|
2023
Q4 | $182K | Hold |
2,420
| – | – | 0.54% | 37 |
|
|
2023
Q3 | $166K | Hold |
2,420
| – | – | 0.39% | 43 |
|
|
2023
Q2 | $171K | Hold |
2,420
| – | – | 0.42% | 40 |
|
|
2023
Q1 | $155K | Hold |
2,420
| – | – | 0.37% | 45 |
|
|
2022
Q4 | $142K | Buy |
+2,420
| New | +$142K | 0.38% | 48 |
|